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COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$168K Buy
+474
New +$158K 0.02% 453

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 474 shares worth $168K. The stake represents 0.02% of the portfolio and ranks #453 among its holdings.

1,168 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 474 shares of Vanguard Morningstar Large-Cap ETF worth $168K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #453 holding.
  • 1,168 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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