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COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.5K Buy
+205
New +$28.6K ﹤0.01% 786

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
LWP
LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2026: 205 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings.

160 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 205 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $31.5K as of Q2 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #786 holding.
  • 160 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

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