Centurion Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.25M	Sell	8,773 -718	-8%	-$257K	0.78%	31
2026 Q1	$3.04M	Buy	9,491 +306	+3%	+$103K	0.69%	39
2025 Q4	$3.08M	Buy	9,185 +635	+7%	+$211K	0.67%	36
2025 Q3	$2.81M	Buy	8,550 +1,777	+26%	+$561K	0.64%	35
2025 Q2	$2.06M	Buy	6,773 +2,834	+72%	+$797K	0.59%	42
2025 Q1	$1.14M	Hold	3,939	–	–	0.36%	59
2024 Q4	$1.14M	Hold	3,939	–	–	0.36%	59
2024 Q3	$1.12M	Buy	+3,939	New	+$1.07M	0.36%	61
2024 Q1	$1.01M	Sell	3,904 -200	-5%	-$49.5K	0.4%	49
2023 Q4	$974K	Buy	4,104 +19	+0.5%	+$4.2K	0.42%	48
2023 Q3	$868K	Sell	4,085 -1,231	-23%	-$272K	0.42%	52
2023 Q2	$1.17M	Buy	5,316 +17	+0.3%	+$3.55K	0.56%	38
2023 Q1	$1.08M	Sell	5,299 -2,701	-34%	-$541K	0.55%	41
2022 Q4	$1.53M	Buy	+8,000	New	+$1.54M	0.86%	25

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Centurion Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.6% in Q2 2026, selling an estimated $257K and leaving 8,773 shares worth $3.25M. The position accounts for 0.78% of the portfolio, ranked #31.

Centurion Wealth Management first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Centurion Wealth Management held 8,773 shares of Vanguard Total Stock Market ETF worth $3.25M as of Q2 2026.
Centurion Wealth Management sold 718 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $257K.
Vanguard Total Stock Market ETF made up 0.78% of Centurion Wealth Management's portfolio in Q2 2026, its #31 holding.
Centurion Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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