Compass Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Compass Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$63.5K	Buy	+272	New	+$65.3K	0.01%	245

Other funds holding VIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Compass Wealth Management's VIG Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 272 shares worth $63.5K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Compass Wealth Management held 272 shares of Vanguard Dividend Appreciation ETF worth $63.5K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new Compass Wealth Management position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Compass Wealth Management's portfolio in Q3 2026, its #245 holding.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.