Compass Financial Group, INC/SD VIGI — VANGUARD WHITEHALL FDS

Ownership history in Compass Financial Group, INC/SD  ·  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.

VIGI stock page Compass Financial Group, INC/SD fund profile Compass Financial Group, INC/SD full holdings
How Compass Financial Group, INC/SD held VIGI — position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing 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  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIGI

As of 2026 Q1 — sorted by position size

GEN Financial Management, INC. 11.11% Madson Wealth Advisors Inc 7.1% TILIA FIDUCIARY PARTNERS, INC. 3Y 6.09% Capital Advantage, Inc. 3Y 7Y 5.04% Keystone Financial Group, Inc. 4.72% Ariston Services Group 4.52% Silver Lake Advisory, LLC 3Y 7Y 4.46% Buttonwood Financial Advisors Inc. 3Y 3.76% Red Mountain Financial, LLC 3.2% DAGCO, INC. 3Y 7Y 2.68%

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.

How well did Compass Financial Group, INC/SD time their VIGI position?

Based on 13F filing dates vs. subsequent VIGI price moves, Compass Financial Group, INC/SD correctly timed 10 out of 12 reported position changes (83%). The annualised alpha on VIGI relative to SPY over the holding period was -6.7%.

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