SEC 13F Intelligence

Centricity Wealth Management, LLC / VOOV

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

Does Centricity Wealth Management, LLC own Vanguard Admiral Fds Inc (VOOV)? Yes — 18.9K shares worth $4M (+2.85% of its 13F portfolio) as of Q2 2025, down from 19.2K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
18.9K
% of Portfolio
+2.85%
Quarters Held
3
currently held

Position History VOOV

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202518.9K$4M+2.85%
Q1 202519.2K$4M+3.20%
Q4 202415.3K$3M+2.63%

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 VOOV.