Compass Financial Group, Inc/Sd Vanguard Wellington Fd Transaction History
Compass Financial Group, Inc/Sd
- $665 Billion
- Q3 2025
A detailed history of Compass Financial Group, Inc/Sd transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 8,999 shares of VFMV stock, worth $1.17 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,999
Previous 9,101
1.12%
Holding current value
$1.17 Million
Previous $1.17 Billion
1.25%
% of portfolio
0.18%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding VFMV
# of Institutions
78Shares Held
1.27MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$23 Million2.12% of portfolio
-
Foundations Investment Advisors, LLC144KShares$18.7 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC106KShares$13.8 Million0.0% of portfolio
-
Sequoia Financial Advisors, LLC74.5KShares$9.67 Million0.07% of portfolio
-
Martin Worley Group Cottonwood Heights, UT72.4KShares$9.4 Million5.07% of portfolio