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Vanguard Wellington Fd us minimum shares owned by Compass Financial Group

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group investment in Vanguard Wellington Fd us minimum

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All positions including Vanguard Wellington Fd us minimum held by Compass Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us minimum by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 11k 121.63
2024-06-30 $1.3M 11k 113.65
2024-03-31 $1.3M 12k 111.89
2023-12-31 $1.3M 12k 104.64
2023-09-30 $1.5M 16k 96.17
2023-06-30 $1.7M 17k 99.78
2023-03-31 $1.7M 17k 98.38
2022-12-31 $1.7M 17k 98.37

More positions owned by Compass Financial Group

Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Industrial Etf (VIS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Covington Trust Consmr Staples (FSTA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Compass Financial Group

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
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Pathstone Holdings
H D Vest Advisory Services
Compass Financial Group
Royal Bank of Canada
Envestnet Asset Management
Interchange Capital Partners
Cambridge Investment Research Advisors
Commonwealth Equity Services
D.A. Davidson & Co.
Old Mission Capital

View all funds holding Vanguard Wellington Fd us minimum