Centurion Wealth Management
VTI icon

Centurion Wealth Management’s Vanguard Morningstar 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
Q3 		$3.28M Sell
8,762
-11
-0.1% -$4.12K 0.79% 30
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

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

Centurion Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q3 2026, selling an estimated $4.12K and leaving 8,762 shares worth $3.28M. The position accounts for 0.79% of the portfolio, ranked #30.

Centurion Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,180 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Centurion Wealth Management held 8,762 shares of Vanguard Morningstar Total Stock Market ETF worth $3.28M as of Q3 2026.
  • Centurion Wealth Management sold 11 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $4.12K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.79% of Centurion Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Centurion Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,180 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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