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Centurion Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Centurion Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.81M Sell
11,367
-988
-8% -$659K 1.87% 9
2026
Q1 		$7.38M Buy
12,355
+1,794
+17% +$1.12M 1.66% 11
2025
Q4 		$6.62M Buy
10,561
+834
+9% +$518K 1.45% 14
2025
Q3 		$5.96M Buy
9,727
+455
+5% +$268K 1.36% 16
2025
Q2 		$5.27M Sell
9,272
-2,209
-19% -$1.16M 1.51% 14
2025
Q1 		$6.19M Hold
11,481
– – 1.94% 16
2024
Q4 		$6.19M Buy
11,481
+135
+1% +$73.1K 1.93% 16
2024
Q3 		$5.99M Buy
+11,346
New +$5.77M 1.91% 15
2024
Q1 		$5.98M Buy
12,441
+2,565
+26% +$1.17M 2.36% 10
2023
Q4 		$4.31M Buy
9,876
+3,126
+46% +$1.28M 1.84% 13
2023
Q3 		$2.65M Buy
6,750
+1,208
+22% +$494K 1.3% 19
2023
Q2 		$2.26M Buy
5,542
+288
+5% +$111K 1.09% 21
2023
Q1 		$1.98M Buy
5,254
+1,666
+46% +$611K 1% 26
2022
Q4 		$1.26M Buy
+3,588
New +$1.27M 0.71% 34

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Centurion Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 8% in Q2 2026, selling an estimated $659K and leaving 11,367 shares worth $7.81M. The position accounts for 1.87% of the portfolio, ranked #9.

Centurion Wealth Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Centurion Wealth Management held 11,367 shares of Vanguard S&P 500 ETF worth $7.81M as of Q2 2026.
  • Centurion Wealth Management sold 988 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $659K.
  • Vanguard S&P 500 ETF made up 1.87% of Centurion Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Centurion Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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