Compass Financial Group, Inc/Sd Vanguard Wellington Fd Transaction History
Compass Financial Group, Inc/Sd
- $610 Billion
- Q2 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 9,101 shares of VFMV stock, worth $1.17 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,101
Previous 9,969
8.71%
Holding current value
$1.17 Million
Previous $1.26 Billion
7.63%
% of portfolio
0.19%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding VFMV
# of Institutions
75Shares Held
1.13MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO178KShares$22.8 Million2.23% of portfolio
-
Foundations Investment Advisors, LLC140KShares$17.9 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC95.6KShares$12.2 Million0.0% of portfolio
-
Martin Worley Group Cottonwood Heights, UT72.4KShares$9.27 Million5.07% of portfolio
-
New Edge Advisors, LLC New Orleans, LA67.7KShares$8.66 Million0.05% of portfolio