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Compass Capital Corp’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Compass Capital Corp’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 		$399K Sell
4,804
-39,404
-89% -$3.05M 0.13% 139
2026
Q1 		$856K Buy
44,208
+32,976
+294% +$2.45M 0.31% 79
2025
Q4 		$850K Sell
11,232
-28
-0.2% -$2.04K 0.33% 74
2025
Q3 		$821K Buy
11,260
+180
+2% +$12.9K 0.36% 71
2025
Q2 		$738K Sell
11,080
-348
-3% -$22.8K 0.35% 76
2025
Q1 		$736K Sell
11,428
-2,220
-16% -$149K 0.39% 71
2024
Q4 		$948K Buy
+13,648
New +$927K 0.37% 80

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Compass Capital Corp's VO Position: Q2 2026 in Review

Compass Capital Corp reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 89% in Q2 2026, selling an estimated $3.05M and leaving 4,804 shares worth $399K. The position accounts for 0.13% of the portfolio, ranked #139.

Compass Capital Corp first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $948K in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Compass Capital Corp held 4,804 shares of Vanguard Morningstar Mid-Cap ETF worth $399K as of Q2 2026.
  • Compass Capital Corp sold 39,404 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.05M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Compass Capital Corp's portfolio in Q2 2026, its #139 holding.
  • Compass Capital Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Compass Capital Corp's Vanguard Morningstar Mid-Cap ETF position peaked at $948K in Q4 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Compass Capital Corp's 13F filing for Q2 2026, filed 13 Aug 2026.