CWM
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Centurion Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Centurion Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
3,438
+2
+0.1% +$155 0.07% 234
2026
Q1 		$247K Sell
3,436
-380
-10% -$28.2K 0.06% 269
2025
Q4 		$277K Sell
3,816
-104
-3% -$7.57K 0.06% 249
2025
Q3 		$288K Sell
3,920
-1,576
-29% -$113K 0.07% 231
2025
Q2 		$385K Sell
5,496
-76,528
-93% -$5.02M 0.11% 148
2025
Q1 		$5.42M Hold
82,024
– – 1.69% 17
2024
Q4 		$5.42M Buy
82,024
+208
+0.3% +$14.1K 1.69% 17
2024
Q3 		$5.4M Buy
+81,816
New +$5.14M 1.72% 17
2024
Q1 		$5.8M Buy
+92,868
New +$5.49M 2.29% 11

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

Centurion Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.06% in Q2 2026, buying an estimated $155 and bringing the position to 3,438 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #234.

Centurion Wealth Management first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.8M in Q1 2024. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Centurion Wealth Management held 3,438 shares of Vanguard Mid-Cap ETF worth $277K as of Q2 2026.
  • Centurion Wealth Management bought 2 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $155.
  • Vanguard Mid-Cap ETF made up 0.07% of Centurion Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Centurion Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Centurion Wealth Management's Vanguard Mid-Cap ETF position peaked at $5.8M in Q1 2024.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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