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Vanguard Financials ETF shares owned by Compass Advisory Group

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Compass Advisory Group from 13F filings

Historical chart of Compass Advisory Group investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Compass Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 1.8k 131.23
2025-06-30 $234k 1.8k 127.29
2024-12-31 $215k 1.8k 118.10
2023-12-31 $230k 2.5k 92.26
2023-09-30 $5.2M 65k 80.32

More positions owned by Compass Advisory Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)
Innovator Etfs Trust Intrnl Dev July (IJUL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Compass Advisory Group

Top funds holding Vanguard Financials ETF

Morgan Stanley
Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
FMR
LPL Financial
Beacon Capital Management
Ameriprise Financial
Envestnet Asset Management
Two Sigma Investments
Jpmorgan Chase & Co
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF