Compass Planning Associates Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2046823
GREENFIELD, MA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,545,872
+$131,904 QoQ
Shares Held
13,538
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,545,872 | 13,538 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,413,968 | 13,235 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,641,206 | 10,387 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,145,853 | 9,055 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,957,609 | 8,828 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,114,944 | 8,802 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||