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Centurion Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Centurion Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$692K Sell
2,847
-7
-0.2% -$1.63K 0.17% 122
2026
Q1 		$620K Sell
2,854
-41
-1% -$9.17K 0.14% 134
2025
Q4 		$613K Buy
2,895
+446
+18% +$93.4K 0.13% 134
2025
Q3 		$511K Buy
2,449
+707
+41% +$145K 0.12% 157
2025
Q2 		$340K Buy
+1,742
New +$322K 0.1% 164

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Centurion Wealth Management's VBR Position: Q2 2026 in Review

Centurion Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.25% in Q2 2026, selling an estimated $1.63K and leaving 2,847 shares worth $692K. The position accounts for 0.17% of the portfolio, ranked #122.

Centurion Wealth Management first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Centurion Wealth Management held 2,847 shares of Vanguard Small-Cap Value ETF worth $692K as of Q2 2026.
  • Centurion Wealth Management sold 7 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $1.63K.
  • Vanguard Small-Cap Value ETF made up 0.17% of Centurion Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Centurion Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.