Ownership history in Compass Advisory Group LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Compass Advisory Group LLC reported a position in VANGUARD EXTENDED MARKET INDEX FUND (VXF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Compass Advisory Group LLC underperformed the S&P 500 by β7.8% annually on this VXF position. Timing score: 58% (11/19 decisions correct). Average cost basis: $156.93. Maximum drawdown during holding period: β31.8%.
β Significantly underperformed the S&P 500 by 7.8% ann.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 19 add/trim decisions correct
Best entry: $125.18 (2022 Q2) Β· Worst: $191.59 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 8 trims. Bought during 5 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.74% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size