Compass Financial Management
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Compass Financial Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Compass Financial Management’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
Q3 		$47.6K Buy
607
+3
+0.5% +$244 0.01% 756
2026
Q2 		$49K Buy
+604
New +$46.8K 0.01% 696

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

Compass Financial Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.5% in Q3 2026, buying an estimated $244 and bringing the position to 607 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #756.

Compass Financial Management first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $49K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Compass Financial Management held 607 shares of Vanguard Morningstar Mid-Cap ETF worth $47.6K as of Q3 2026.
  • Compass Financial Management bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $244.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #756 holding.
  • Compass Financial Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Vanguard Morningstar Mid-Cap ETF position peaked at $49K in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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