Compass Financial Group, INC/SD
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1964835
Sioux Falls, SD
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,662,930
+$23,400 QoQ
Shares Held
6,349
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,662,930 | 6,349 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,639,530 | 6,356 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,627,137 | 6,399 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,513,354 | 6,386 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,460,223 | 6,585 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,590,653 | 6,620 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,566,772 | 6,605 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,481,363 | 6,794 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,601,501 | 7,006 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,537,469 | 7,207 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,607,284 | 8,501 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,688,377 | 8,489 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,652,204 | 8,716 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,600,468 | 8,720 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||