COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.29M	Buy	+30,445	New	+$6.99M	0.88%	22

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VIG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 30,445 shares worth $7.29M. The stake represents 0.88% of the portfolio and ranks #22 among its holdings.

2,209 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 30,445 shares of Vanguard Dividend Appreciation ETF worth $7.29M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.88% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #22 holding.
2,209 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.