Compass Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Compass Wealth Management’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
2025 Q2	–	Sell	-2,300	Closed	-$149K	–	405
2025 Q1	$149K	Sell	2,300 -160	-7%	-$10.7K	0.04%	164
2024 Q4	$162K	Hold	2,460	–	–	0.04%	160
2024 Q3	$162K	Hold	2,460	–	–	0.04%	165
2024 Q2	$149K	Hold	2,460	–	–	0.04%	168
2024 Q1	$154K	Hold	2,460	–	–	0.04%	174
2023 Q4	$143K	Hold	2,460	–	–	0.04%	169
2023 Q3	$128K	Hold	2,460	–	–	0.04%	168
2023 Q2	$135K	Hold	2,460	–	–	0.04%	166
2023 Q1	$130K	Hold	2,460	–	–	0.04%	173
2022 Q4	$125K	Buy	+2,460	New	+$125K	0.04%	172

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Compass Wealth Management's VO Position: Q2 2025 in Review

Compass Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 2,300 shares — an estimated $149K sold.

Compass Wealth Management first reported a position in VO in Q4 2022 and held it in 10 quarters. The position peaked at $162K in Q4 2024. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Compass Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 2,300 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $149K.
Compass Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's Vanguard Mid-Cap ETF position peaked at $162K in Q4 2024.
2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.