Compass Financial Group, Inc. (Ohio)
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2115210
DUBLIN, OH
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,043,528
+$2,366,288 QoQ
Shares Held
46,672
+15.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
26.07%
of 13F equity value
Holder Rank
#144
of 591 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,043,528 | 46,672 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,677,240 | 40,348 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,086,146 | 32,242 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||