Compass Financial Management
VIG icon

Compass Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Compass Financial Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.33M Buy
31,438
+993
+3% +$239K 0.79% 25
2026
Q2 		$7.29M Buy
+30,445
New +$6.99M 0.88% 22

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LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Compass Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q3 2026, buying an estimated $239K and bringing the position to 31,438 shares worth $7.33M. The position accounts for 0.79% of the portfolio, ranked #25.

Compass Financial Management first reported a position in VIG in Q2 2026 and has held it in 2 quarters since. 2,163 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Compass Financial Management held 31,438 shares of Vanguard Dividend Appreciation ETF worth $7.33M as of Q3 2026.
  • Compass Financial Management bought 993 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $239K.
  • Vanguard Dividend Appreciation ETF made up 0.79% of Compass Financial Management's portfolio in Q3 2026, its #25 holding.
  • Compass Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,163 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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