COMPASS CAPITAL CORP /MA/ /ADV
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 749763
BRAINTREE, MA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$385,568
-$633,300 QoQ
Shares Held
1,272
-67.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#432
of 556 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,568 | 1,272 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,018,868 | 3,890 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,014,517 | 3,933 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,474,061 | 5,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,385,622 | 5,847 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,591,278 | 7,176 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,539,714 | 6,408 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||