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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,591 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.
2,591 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.