Compass Financial Management
VOT icon

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

Compass Financial Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$139K Buy
477
+321
+206% +$96.2K 0.02% 533
2026
Q2 		$48K Buy
+156
New +$45K 0.01% 701

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Compass Financial Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 206% in Q3 2026, buying an estimated $96.2K and bringing the position to 477 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #533.

Compass Financial Management first reported a position in VOT in Q2 2026 and has held it in 2 quarters since. 989 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Compass Financial Management held 477 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $139K as of Q3 2026.
  • Compass Financial Management bought 321 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $96.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #533 holding.
  • Compass Financial Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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