SEC 13F Intelligence

Centricity Wealth Management, LLC / VIG

Centricity Wealth Management, LLC’s Vanguard Specialized Funds Position

Does Centricity Wealth Management, LLC own Vanguard Specialized Funds (VIG)? Yes — 13.6K shares worth $3M (+2.22% of its 13F portfolio) as of Q2 2025, up from 12.7K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
13.6K
% of Portfolio
+2.22%
Quarters Held
3
currently held

Position History VIG

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202513.6K$3M+2.22%
Q1 202512.7K$2M+2.23%
Q4 202412.5K$2M+2.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Centricity Wealth Management, LLC’s full portfolio or all institutional holders of VIG.