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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48K	Buy	+156	New	+$45K	0.01%	701

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

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

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 156 shares worth $48K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings.

944 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 156 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $48K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #701 holding.
944 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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