Centaurus Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.72M Buy
7,349
+667
+10% +$238K 0.11% 201
2026
Q1
$2.14M Buy
6,682
+207
+3% +$69.5K 0.1% 190
2025
Q4
$2.17M Sell
6,475
-2,809
-30% -$934K 0.1% 186
2025
Q3
$3.05M Buy
9,284
+2,946
+46% +$931K 0.14% 147
2025
Q2
$1.93M Buy
6,338
+416
+7% +$117K 0.11% 191
2025
Q1
$1.63M Sell
5,922
-99
-2% -$28.8K 0.1% 193
2024
Q4
$1.75M Buy
6,021
+1,033
+21% +$301K 0.11% 182
2024
Q3
$1.41M Buy
4,988
+55
+1% +$15K 0.09% 207
2024
Q2
$1.32M Buy
4,933
+881
+22% +$228K 0.09% 206
2024
Q1
$1.05M Buy
4,052
+171
+4% +$42.3K 0.07% 237
2023
Q4
$921K Buy
3,881
+328
+9% +$72.5K 0.07% 251
2023
Q3
$755K Sell
3,553
-1,810
-34% -$401K 0.07% 277
2023
Q2
$1.18M Sell
5,363
-3,795
-41% -$792K 0.1% 206
2023
Q1
$1.87M Buy
9,158
+4,597
+101% +$920K 0.15% 161
2022
Q4
$872K Sell
4,561
-3,468
-43% -$668K 0.08% 260
2022
Q3
$1.44M Buy
8,029
+4,121
+105% +$821K 0.14% 178
2022
Q2
$737K Buy
3,908
+1,309
+50% +$269K 0.07% 293
2022
Q1
$592K Sell
2,599
-256
-9% -$57.6K 0.05% 391
2021
Q4
$689K Buy
2,855
+1,125
+65% +$266K 0.05% 357
2021
Q3
$384K Buy
1,730
+293
+20% +$66.8K 0.03% 489
2021
Q2
$320K Buy
1,437
+723
+101% +$157K 0.03% 551
2021
Q1
$148K Sell
714
-44
-6% -$8.9K 0.01% 673
2020
Q4
$148K Sell
758
-583
-43% -$107K 0.02% 632
2020
Q3
$228K Sell
1,341
-728
-35% -$122K 0.03% 426
2020
Q2
$324K Sell
2,069
-137
-6% -$20.2K 0.05% 333
2020
Q1
$284K Buy
2,206
+87
+4% +$13.5K 0.06% 279
2019
Q4
$347K Sell
2,119
-1,187
-36% -$186K 0.05% 360
2019
Q3
$499K Buy
3,306
+302
+10% +$45.5K 0.08% 266
2019
Q2
$451K Buy
3,004
+460
+18% +$67.7K 0.07% 286
2019
Q1
$17.6K Buy
2,544
+1,741
+217% +$243K 0.1% 174
2018
Q4
$6 Buy
803
+797
+13,283% +$110K 0.04% 272
2018
Q3
$840 Sell
6
-17,798
-100% -$2.62M 0.15% 162
2018
Q2
$2.5M Buy
17,804
+13,767
+341% +$1.92M 0.35% 66
2018
Q1
$548K Buy
4,037
+230
+6% +$32.2K 0.13% 187
2017
Q4
$523K Buy
+3,807
New +$509K 0.14% 178

Other funds holding VTI

Centaurus Financial's VTI Position: Q2 2026 in Review

Centaurus Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, buying an estimated $238K and bringing the position to 7,349 shares worth $2.72M. The position accounts for 0.11% of the portfolio, ranked #201.

Centaurus Financial first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.05M in Q3 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Centaurus Financial held 7,349 shares of Vanguard Morningstar Total Stock Market ETF worth $2.72M as of Q2 2026.
  • Centaurus Financial bought 667 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $238K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Centaurus Financial's portfolio in Q2 2026, its #201 holding.
  • Centaurus Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Centaurus Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $3.05M in Q3 2025.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.