Centaurus Financial’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$328K Buy
1,098
+5
+0.5% +$1.56K 0.02% 648
2025
Q4
$344K Hold
1,093
0.02% 632
2025
Q3
$337K Hold
1,093
0.02% 638
2025
Q2
$312K Buy
1,093
+68
+7% +$17.9K 0.02% 606
2025
Q1
$263K Buy
1,025
+100
+11% +$27.1K 0.02% 611
2024
Q4
$249K Buy
925
+50
+6% +$13.5K 0.02% 609
2024
Q3
$230K Sell
875
-60
-6% -$15.2K 0.01% 608
2024
Q2
$233K Buy
935
+5
+0.5% +$1.2K 0.02% 562
2024
Q1
$223K Hold
930
0.02% 589
2023
Q4
$203K Sell
930
-265
-22% -$54.2K 0.02% 592
2023
Q3
$234K Buy
1,195
+212
+22% +$43.2K 0.02% 521
2023
Q2
$199K Sell
983
-1,417
-59% -$272K 0.02% 584
2023
Q1
$448K Sell
2,400
-680
-22% -$124K 0.04% 430
2022
Q4
$537K Buy
3,080
+200
+7% +$35.1K 0.05% 347
2022
Q3
$471K Sell
2,880
-680
-19% -$124K 0.05% 362
2022
Q2
$614K Sell
3,560
-350
-9% -$65.7K 0.06% 333
2022
Q1
$815K Sell
3,910
-270
-6% -$55.5K 0.06% 312
2021
Q4
$924K Buy
4,180
+240
+6% +$51.5K 0.07% 290
2021
Q3
$792K Buy
3,940
+2,080
+112% +$430K 0.07% 314
2021
Q2
$373K Buy
1,860
+460
+33% +$89.8K 0.03% 507
2021
Q1
$259K Buy
1,400
+100
+8% +$18.1K 0.03% 539
2020
Q4
$228K Hold
1,300
0.02% 524
2020
Q3
$203K Hold
1,300
0.03% 447
2020
Q2
$186K Sell
1,300
-30
-2% -$4.06K 0.03% 444
2020
Q1
$158K Buy
1,330
+200
+18% +$28.1K 0.03% 393
2019
Q4
$167K Buy
+1,130
New +$160K 0.02% 494
2019
Q3
Sell
-1,130
Closed -$152K 592
2019
Q2
$152K Buy
1,130
+987
+690% +$131K 0.02% 485
2019
Q1
$1.1K Buy
+143
New +$17.9K 0.01% 524
2018
Q3
Sell
-1,965
Closed -$245K 2014
2018
Q2
$245K Buy
+1,965
New +$244K 0.03% 470

Other funds holding VV

Centaurus Financial's VV Position: Q1 2026 in Review

Centaurus Financial increased its Vanguard Large-Cap ETF (VV) stake by 0.46% in Q1 2026, buying an estimated $1.56K and bringing the position to 1,098 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #648.

Centaurus Financial first reported a position in VV in Q2 2018 and has held it in 29 quarters since. The position peaked at $924K in Q4 2021. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Centaurus Financial held 1,098 shares of Vanguard Large-Cap ETF worth $328K as of Q1 2026.
  • Centaurus Financial bought 5 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.56K.
  • Vanguard Large-Cap ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #648 holding.
  • Centaurus Financial first reported a position in Vanguard Large-Cap ETF in Q2 2018 and has held it in 29 quarters since.
  • Centaurus Financial's Vanguard Large-Cap ETF position peaked at $924K in Q4 2021.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.