Compass Financial Group, INC/SD
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1964835
Sioux Falls, SD
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$25,167,826
-$342,258 QoQ
Shares Held
117,027
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
24.03%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,167,826 | 117,027 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $25,510,084 | 116,071 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $24,995,818 | 115,834 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $23,461,526 | 114,631 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $21,975,963 | 113,284 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,719,896 | 110,912 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $21,883,253 | 110,488 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $19,850,852 | 108,742 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $19,075,440 | 104,460 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $17,250,273 | 101,234 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $15,393,962 | 99,073 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,817,595 | 97,381 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $14,394,390 | 93,464 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $13,623,678 | 89,718 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||