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Compass Financial Group (South Dakota)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Compass Financial Group (South Dakota)’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
Q1 		– Sell
-3,712
Closed -$269K – 108
2025
Q4 		$269K Buy
3,712
+116
+3% +$8.44K 0.04% 84
2025
Q3 		$264K Sell
3,596
-84
-2% -$6.03K 0.04% 85
2025
Q2 		$258K Sell
3,680
-340
-8% -$22.3K 0.04% 82
2025
Q1 		$260K Sell
4,020
-124
-3% -$8.32K 0.05% 79
2024
Q4 		$274K Sell
4,144
-56
-1% -$3.8K 0.05% 77
2024
Q3 		$277K Sell
4,200
-484
-10% -$30.4K 0.05% 78
2024
Q2 		$284K Sell
4,684
-352
-7% -$21.4K 0.06% 70
2024
Q1 		$315K Sell
5,036
-304
-6% -$18K 0.07% 67
2023
Q4 		$310K Sell
5,340
-9,444
-64% -$505K 0.08% 67
2023
Q3 		$770K Buy
14,784
+156
+1% +$8.55K 0.23% 36
2023
Q2 		$805K Sell
14,628
-896
-6% -$47K 0.24% 35
2023
Q1 		$819K Sell
15,524
-452
-3% -$24K 0.27% 31
2022
Q4 		$814K Buy
+15,976
New +$814K 0.29% 30

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Compass Financial Group (South Dakota)'s VO Position: Q1 2026 in Review

Compass Financial Group (South Dakota) sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,712 shares — an estimated $269K sold.

Compass Financial Group (South Dakota) first reported a position in VO in Q4 2022 and held it in 13 quarters. The position peaked at $819K in Q1 2023. 2,392 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Compass Financial Group (South Dakota) reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Group (South Dakota) sold 3,712 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $269K.
  • Compass Financial Group (South Dakota) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 13 quarters.
  • Compass Financial Group (South Dakota)'s Vanguard Morningstar Mid-Cap ETF position peaked at $819K in Q1 2023.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.