COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.91K	Buy	+120	New	+$9.53K	﹤0.01%	1059

Other funds holding VOOG

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

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

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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 120 shares worth $9.91K. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings.

626 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 120 shares of Vanguard S&P 500 Growth ETF worth $9.91K as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1059 holding.
626 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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