SEC 13F Intelligence

Centricity Wealth Management, LLC / VOOG

Centricity Wealth Management, LLC’s Vanguard Admiral Fds Inc Position

Does Centricity Wealth Management, LLC own Vanguard Admiral Fds Inc (VOOG)? Yes — 10.2K shares worth $4M (+3.23% of its 13F portfolio) as of Q2 2025, up from 9.9K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
10.2K
% of Portfolio
+3.23%
Quarters Held
3
currently held

Position History VOOG

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202510.2K$4M+3.23%
Q1 20259.9K$3M+3.01%
Q4 20248.6K$3M+2.92%

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 VOOG.