Compass Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

Compass Financial Management’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176K	Buy	+1,096	New	+$167K	0.02%	447

Other funds holding VT

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

Compass Financial Management opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,096 shares worth $176K. The stake represents 0.02% of the portfolio and ranks #447 among its holdings.

1,266 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Compass Financial Management held 1,096 shares of Vanguard Total World Stock ETF worth $176K as of Q2 2026.
Vanguard Total World Stock ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Total World Stock ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #447 holding.
1,266 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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