COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49K	Buy	+604	New	+$46.8K	0.01%	696

Other funds holding VO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 604 shares worth $49K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings.

2,198 funds tracked by Wall St. Rank hold VO as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 604 shares of Vanguard Morningstar Mid-Cap ETF worth $49K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #696 holding.
2,198 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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