Compass Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Compass Capital Management’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$390K	Buy	+3,000	New	+$416K	0.02%	92

Other funds holding VFH

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Compass Capital Management's VFH Position: Q3 2026 in Review

Compass Capital Management opened a new position in Vanguard Financials ETF (VFH) in Q3 2026: 3,000 shares worth $390K. The stake represents 0.02% of the portfolio and ranks #92 among its holdings.

682 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Compass Capital Management held 3,000 shares of Vanguard Financials ETF worth $390K as of Q3 2026.
Vanguard Financials ETF was a new Compass Capital Management position in Q3 2026.
Vanguard Financials ETF made up 0.02% of Compass Capital Management's portfolio in Q3 2026, its #92 holding.
682 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Compass Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.