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Centurion Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Centurion Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03M Sell
21,240
-226
-1% -$51.9K 1.2% 19
2026
Q1 		$4.62M Sell
21,466
-193
-0.9% -$43K 1.04% 22
2025
Q4 		$4.76M Sell
21,659
-340
-2% -$74.3K 1.04% 25
2025
Q3 		$4.75M Buy
21,999
+5,198
+31% +$1.09M 1.08% 24
2025
Q2 		$3.44M Buy
16,801
+560
+3% +$109K 0.99% 26
2025
Q1 		$3.18M Hold
16,241
– – 1% 25
2024
Q4 		$3.18M Buy
16,241
+121
+0.8% +$24.2K 0.99% 25
2024
Q3 		$3.19M Buy
+16,120
New +$3.07M 1.02% 24
2024
Q1 		$3.03M Sell
16,597
-603
-4% -$106K 1.19% 19
2023
Q4 		$2.93M Buy
17,200
+890
+5% +$143K 1.25% 17
2023
Q3 		$2.53M Buy
16,310
+1,339
+9% +$217K 1.24% 20
2023
Q2 		$2.43M Buy
14,971
+1,988
+15% +$311K 1.17% 20
2023
Q1 		$2M Buy
12,983
+1,988
+18% +$305K 1.01% 24
2022
Q4 		$1.67M Buy
+10,995
New +$1.64M 0.94% 22

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

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

Centurion Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $51.9K and leaving 21,240 shares worth $5.03M. The position accounts for 1.2% of the portfolio, ranked #19.

Centurion Wealth Management first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Centurion Wealth Management held 21,240 shares of Vanguard Dividend Appreciation ETF worth $5.03M as of Q2 2026.
  • Centurion Wealth Management sold 226 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $51.9K.
  • Vanguard Dividend Appreciation ETF made up 1.2% of Centurion Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Centurion Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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