Centurion Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Centurion Wealth Management’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,540	Closed	-$351K	–	325
2026 Q1	$351K	Hold	2,540	–	–	0.08%	205
2025 Q4	$358K	Hold	2,540	–	–	0.08%	200
2025 Q3	$350K	Hold	2,540	–	–	0.08%	201
2025 Q2	$326K	Hold	2,540	–	–	0.09%	168
2025 Q1	$298K	Hold	2,540	–	–	0.09%	156
2024 Q4	$298K	Hold	2,540	–	–	0.09%	156
2024 Q3	$304K	Buy	+2,540	New	+$292K	0.1%	154
2024 Q1	$281K	Hold	2,540	–	–	0.11%	140
2023 Q4	$261K	Buy	2,540 +53	+2%	+$5.1K	0.11%	138
2023 Q3	$232K	Hold	2,487	–	–	0.11%	128
2023 Q2	$241K	Hold	2,487	–	–	0.12%	132
2023 Q1	$229K	Hold	2,487	–	–	0.12%	131
2022 Q4	$214K	Buy	+2,487	New	+$212K	0.12%	139

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Centurion Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 2,540 shares — an estimated $351K sold.

Centurion Wealth Management first reported a position in VT in Q4 2022 and held it in 13 quarters. The position peaked at $358K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Centurion Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
Centurion Wealth Management sold 2,540 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $351K.
Centurion Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 13 quarters.
Centurion Wealth Management's Vanguard Total World Stock ETF position peaked at $358K in Q4 2025.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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