Compass Financial Management
VFH icon

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

Compass Financial 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 		$12.6K Buy
97
+91
+1,517% +$12.6K ﹤0.01% 1072
2026
Q2 		$729 Buy
+6
New +$766 ﹤0.01% 1396

Other funds holding VFH

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Compass Financial Management increased its Vanguard Financials ETF (VFH) stake by 1,517% in Q3 2026, buying an estimated $12.6K and bringing the position to 97 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Compass Financial Management first reported a position in VFH in Q2 2026 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Compass Financial Management held 97 shares of Vanguard Financials ETF worth $12.6K as of Q3 2026.
  • Compass Financial Management bought 91 Vanguard Financials ETF shares in Q3 2026, an estimated $12.6K.
  • Vanguard Financials ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1072 holding.
  • Compass Financial Management first reported a position in Vanguard Financials ETF in Q2 2026 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.