VDC — VANGUARD WORLD FDS

Ownership history in Compass Financial Group, INC/SD  ·  13 quarters on record

AI Ownership Summary

Compass Financial Group, INC/SD reported VANGUARD WORLD FDS (VDC) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 23.72% in 2023 Q3. The latest visible filing shows VDC at 13.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Financial Group, INC/SD's position in VANGUARD WORLD FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VDC was reported at 13.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.72% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VDC stock page Compass Financial Group, INC/SD fund profile Compass Financial Group, INC/SD full holdings
How Compass Financial Group, INC/SD held VDC — position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 451,143 -1,131 -0.3% 13.61% $95.3M 2026-02-14 (Est.) $241.30
2025 Q3 REDUCED 452,274 -6,394 -1.4% 14.53% $96.7M 2025-10-23 $214.35
2025 Q2 REDUCED 458,668 -78 -0.0% 16.47% $100.4M 2025-07-22 $216.71
2025 Q1 ADDED 458,746 +883 +0.2% 18.99% $100.4M 2025-05-13 $211.50
2024 Q4 ADDED 457,863 +5,338 +1.2% 18.35% $96.8M 2025-01-30 $211.00
2024 Q3 ADDED 452,525 +4,629 +1.0% 19.41% $98.9M 2024-11-08 $209.06
2024 Q2 ADDED 447,896 +5,152 +1.2% 19.70% $90.9M 2024-07-10 $196.31
2024 Q1 ADDED 442,744 +6,010 +1.4% 20.98% $90.4M 2024-04-10 $189.28
2023 Q4 ADDED 436,734 +2,689 +0.6% 22.02% $83.4M 2024-01-08 $182.56
2023 Q3 ADDED 434,045 +1,771 +0.4% 23.72% $79.3M 2023-10-10 $168.27
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VDC

As of 2025 Q4 — sorted by position size

Blackston Financial Advisory Group, LLC 3Y 5.73% Beacon Capital Management, Inc. 3Y 7Y 5.11% Richmond Brothers, Inc. 3Y 4.07% Blankinship & Foster, LLC 3Y 7Y 3.67% SELDON CAPITAL LP 3Y 3.48% Weitzel Financial Services, Inc. 3Y 3.06% HC Advisors, LLC 3Y 2.96% SOUTHERN CAPITAL SERVICES INC /ADV 2.95% Marotta Asset Management 3Y 2.91% RCW Management, LLC 2.16%

FAQ About Compass Financial Group, INC/SD and VDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Compass Financial Group, INC/SD reported owning VDC?

Compass Financial Group, INC/SD reported VDC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VDC position in Compass Financial Group, INC/SD's portfolio?

The largest reported portfolio weight for VDC was 23.72% in 2023 Q3.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2025 Q4, when Compass Financial Group, INC/SD reported 451,143 shares, equal to 13.61% of portfolio, with an estimated market value of $95.3M.

What does the chart on this VDC ownership page compare?

The chart compares Compass Financial Group, INC/SD's quarterly VDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Compass Financial Group, INC/SD Holdings