Centurion Wealth Management’s Vanguard Morningstar 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 Q3	$223K	Sell	2,848 -590	-17%	-$48K	0.05%	258
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%	-$7.56K	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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Centurion Wealth Management's VO Position: Q3 2026 in Review

Centurion Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q3 2026, selling an estimated $48K and leaving 2,848 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #258.

Centurion Wealth Management first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.8M in Q1 2024. 1,036 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Centurion Wealth Management held 2,848 shares of Vanguard Morningstar Mid-Cap ETF worth $223K as of Q3 2026.
Centurion Wealth Management sold 590 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $48K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Centurion Wealth Management's portfolio in Q3 2026, its #258 holding.
Centurion Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Centurion Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.8M in Q1 2024.
1,036 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.