Compass Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18M	Buy	+5,730	New	+$2.05M	0.26%	103

Other funds holding VTI

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

HWM

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Compass Financial Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 5,730 shares worth $2.18M. The stake represents 0.26% of the portfolio and ranks #103 among its holdings.

3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Compass Financial Management held 5,730 shares of Vanguard Morningstar Total Stock Market ETF worth $2.18M as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.26% of Compass Financial Management's portfolio in Q2 2026, its #103 holding.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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