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Vanguard Wellington shares owned by Compass Advisory Group

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Compass Advisory Group from 13F filings

Historical chart of Compass Advisory Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington 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 Wellington by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 2.7k 101.58

More positions owned by Compass Advisory Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
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)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
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 Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Raymond James Financial
Karpus Investment Management
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors

View all funds holding Vanguard Wellington