Compass Planning Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Compass Planning Associates’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
2026 Q3	$3.18M	Buy	40,582 +6,256	+18%	+$509K	1.66%	12
2026 Q2	$2.77M	Buy	34,326 +9,966	+41%	+$773K	1.5%	11
2026 Q1	$1.75M	Buy	24,360 +3,716	+18%	+$276K	1.12%	11
2025 Q4	$1.5M	Buy	20,644 +11,952	+138%	+$869K	1.04%	11
2025 Q3	$638K	Buy	8,692 +3,232	+59%	+$232K	0.59%	16
2025 Q2	$382K	Sell	5,460 -172	-3%	-$11.3K	0.35%	26
2025 Q1	$364K	Buy	5,632 +404	+8%	+$27.1K	0.37%	26
2024 Q4	$345K	Buy	+5,228	New	+$355K	0.35%	28

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Compass Planning Associates's VO Position: Q3 2026 in Review

Compass Planning Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q3 2026, buying an estimated $509K and bringing the position to 40,582 shares worth $3.18M. The position accounts for 1.66% of the portfolio, ranked #12.

Compass Planning Associates first reported a position in VO in Q4 2024 and has held it in 8 quarters since. 611 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Compass Planning Associates held 40,582 shares of Vanguard Morningstar Mid-Cap ETF worth $3.18M as of Q3 2026.
Compass Planning Associates bought 6,256 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $509K.
Vanguard Morningstar Mid-Cap ETF made up 1.66% of Compass Planning Associates's portfolio in Q3 2026, its #12 holding.
Compass Planning Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
611 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.