Compass Financial Management
VOOG icon

Compass Financial Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Compass Financial Management’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$163K Buy
1,908
+1,788
+1,490% +$149K 0.02% 501
2026
Q2 		$9.9K Buy
+120
New +$9.5K ﹤0.01% 1059

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Compass Financial Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1,490% in Q3 2026, buying an estimated $149K and bringing the position to 1,908 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #501.

Compass Financial Management first reported a position in VOOG in Q2 2026 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Compass Financial Management held 1,908 shares of Vanguard S&P 500 Growth ETF worth $163K as of Q3 2026.
  • Compass Financial Management bought 1,788 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $149K.
  • Vanguard S&P 500 Growth ETF made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #501 holding.
  • Compass Financial Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

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