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 Q3	$7.2M	Sell	10,272 -1,095	-10%	-$765K	1.73%	12
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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Centurion Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 9.6% in Q3 2026, selling an estimated $765K and leaving 10,272 shares worth $7.2M. The position accounts for 1.73% of the portfolio, ranked #12.

Centurion Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.81M in Q2 2026. 1,413 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Centurion Wealth Management held 10,272 shares of Vanguard S&P 500 ETF worth $7.2M as of Q3 2026.
Centurion Wealth Management sold 1,095 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $765K.
Vanguard S&P 500 ETF made up 1.73% of Centurion Wealth Management's portfolio in Q3 2026, its #12 holding.
Centurion Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Centurion Wealth Management's Vanguard S&P 500 ETF position peaked at $7.81M in Q2 2026.
1,413 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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