Compass Financial Services Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2039088
WEST DES MOINES, IA
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,524,345
-$73,675 QoQ
Shares Held
7,088
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.16%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,524,345 | 7,088 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,598,020 | 7,271 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $1,585,193 | 7,346 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,501,254 | 7,335 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,443,285 | 7,440 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $1,484,195 | 7,579 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||