Ownership history in Compass Advisory Group LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Compass Advisory Group LLC reported a position in VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 172,049 | +20,612 | +13.6% | 3.71% | $13.7M | $79.17 |
| 2025 Q3 | ADDED | 151,437 | +84,823 | +127.3% | 3.40% | $12.1M | $78.20 |
| 2025 Q2 | ADDED | 66,614 | +2,683 | +4.2% | 1.68% | $5.3M | $76.93 |
| 2025 Q1 | ADDED | 63,931 | +50,372 | +371.5% | 1.76% | $5.0M | $75.55 |
| 2024 Q4 | ADDED | 13,559 | +4,045 | +42.5% | 0.38% | $1.1M | $74.15 |
| 2024 Q3 | ADDED | 9,514 | +2,010 | +26.8% | 0.29% | $756K | $74.45 |
| 2024 Q2 | ADDED | 7,504 | +72 | +1.0% | 0.26% | $580K | $71.72 |
| 2024 Q1 | REDUCED | 7,432 | -1,973 | -21.0% | 0.25% | $575K | $71.04 |
| 2023 Q4 | REDUCED | 9,405 | -760 | -7.5% | 0.35% | $728K | $70.67 |
| 2023 Q3 | REDUCED | 10,165 | -1,299 | -11.3% | 0.40% | $764K | $67.84 |
As of 2025 Q4 — sorted by position size