Compass Investment Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Compass Investment Advisers’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$343K	Buy	+5,188	New	+$352K	0.99%	23

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Compass Investment Advisers's VO Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2024: 5,188 shares worth $343K. The stake represents 0.99% of the portfolio and ranks #23 among its holdings.

2,140 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Compass Investment Advisers held 5,188 shares of Vanguard Morningstar Mid-Cap ETF worth $343K as of Q4 2024.
Vanguard Morningstar Mid-Cap ETF was a new Compass Investment Advisers position in Q4 2024.
Vanguard Morningstar Mid-Cap ETF made up 0.99% of Compass Investment Advisers's portfolio in Q4 2024, its #23 holding.
2,140 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.