VIGI β€” VANGUARD WHITEHALL FDS

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

AI Ownership Summary

Compass Financial Group, INC/SD reported VANGUARD WHITEHALL FDS (VIGI) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.52% in 2025 Q4. The latest visible filing shows VIGI at 2.52% 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 VIGI 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 WHITEHALL 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

VIGI was reported at 2.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.52% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

How Compass Financial Group, INC/SD held VIGI β€” position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 193,337 +15,071 +8.5% 2.52% $17.7M 2026-02-14 (Est.) $95.24
2025 Q3 ADDED 178,266 +10,408 +6.2% 2.40% $16.0M 2025-10-23 $89.68
2025 Q2 ADDED 167,858 +13,426 +8.7% 2.48% $15.1M 2025-07-22 $87.53
2025 Q1 ADDED 154,432 +12,090 +8.5% 2.42% $12.8M 2025-05-13 $84.52
2024 Q4 ADDED 142,342 +12,072 +9.3% 2.16% $11.4M 2025-01-30 $81.00
2024 Q3 ADDED 130,270 +10,066 +8.4% 2.26% $11.5M 2024-11-08 $81.59
2024 Q2 ADDED 120,204 +15,617 +14.9% 2.12% $9.8M 2024-07-10 $80.50
2024 Q1 ADDED 104,587 +15,973 +18.0% 1.98% $8.5M 2024-04-10 $76.26
2023 Q4 ADDED 88,614 +14,350 +19.3% 1.86% $7.0M 2024-01-08 $75.28
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Compass Financial Group, INC/SD and VIGI

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 VIGI?

Compass Financial Group, INC/SD reported VIGI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for VIGI was 2.52% in 2025 Q4.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2025 Q4, when Compass Financial Group, INC/SD reported 193,337 shares, equal to 2.52% of portfolio, with an estimated market value of $17.7M.

What does the chart on this VIGI ownership page compare?

The chart compares Compass Financial Group, INC/SD's quarterly VIGI 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.

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