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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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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. 230 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.
  • 230 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.