Centric Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Centric Wealth Management’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.13M	Buy	+26,500	New	+$4.2M	0.63%	55

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Permanent Capital Management Chicago, Illinois $3.25B AUM 6.24% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Centric Wealth Management's VT Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2026: 26,500 shares worth $4.13M. The stake represents 0.63% of the portfolio and ranks #55 among its holdings.

1,048 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Centric Wealth Management held 26,500 shares of Vanguard Total World Stock ETF worth $4.13M as of Q3 2026.
Vanguard Total World Stock ETF was a new Centric Wealth Management position in Q3 2026.
Vanguard Total World Stock ETF made up 0.63% of Centric Wealth Management's portfolio in Q3 2026, its #55 holding.
1,048 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.