Ownership history in Compass Advisory Group LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Compass Advisory Group LLC reported a position in VANGUARD TOTAL WORLD STOCK INDEX FUND (VT). 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 | 188,120 | +2,139 | +1.2% | 7.17% | $26.5M | $141.06 |
| 2025 Q3 | ADDED | 185,981 | +148,775 | +399.9% | 7.19% | $25.6M | $136.71 |
| 2025 Q2 | REDUCED | 37,206 | -6,689 | -15.2% | 1.51% | $4.8M | $127.06 |
| 2025 Q1 | ADDED | 43,895 | +12,016 | +37.7% | 1.77% | $5.1M | $114.08 |
As of 2025 Q4 — sorted by position size