Compass Financial Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Buy	+474	New	+$158K	0.02%	453

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Compass Financial Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 474 shares worth $168K. The stake represents 0.02% of the portfolio and ranks #453 among its holdings.

1,332 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Compass Financial Management held 474 shares of Vanguard Morningstar Large-Cap ETF worth $168K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #453 holding.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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