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 Q2	$7.29M	Buy	+30,445	New	+$6.99M	0.88%	22

Other funds holding VIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Financial Management's VIG Position: Q2 2026 in Review

Compass Financial Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 30,445 shares worth $7.29M. The stake represents 0.88% of the portfolio and ranks #22 among its holdings.

2,517 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Compass Financial Management held 30,445 shares of Vanguard Dividend Appreciation ETF worth $7.29M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.88% of Compass Financial Management's portfolio in Q2 2026, its #22 holding.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.