Number of Shares
1.15 Mil
Current Holdings Value*
$592.34 Mil
% of Portfolio
33.52%
Total Estimate Gain
$44.63 Mil
% of Total Estimate Gain
6.69%

Cerity Partners OCIO LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Cerity Partners OCIO LLC held 1.15 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $592.34 Mil. This investment constitutes 33.52% of their stock portfolio, and Cerity Partners OCIO LLC now holds 0.1% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2014Q3. And since then Cerity Partners OCIO LLC has made 24 purchases of VOO, at an average price of $516.49, for a total of 1.29 Mil shares. In addition, there have been 3 sales at an average price of $477.50 for 138,675.00 shares. Based on historical transaction data and VOO's current price of $559.90, Cerity Partners OCIO LLC's estimated gain on his VOO holdings is $44.63 Mil, reflecting a 6.69% gain to date.

Cerity Partners OCIO LLC VOO ($559.90) Holding Chart

Cerity Partners OCIO LLC VOO ($559.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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