VUG — VANGUARD INDEX FDS

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

AI Ownership Summary

Compass Financial Group, INC/SD reported VANGUARD INDEX FDS (VUG) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2023 Q4. The latest visible filing shows VUG at 0.60% 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 VUG 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 INDEX 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

VUG was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2023 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.

VUG stock page Compass Financial Group, INC/SD fund profile Compass Financial Group, INC/SD full holdings
How Compass Financial Group, INC/SD held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,635 -268 -3.0% 0.60% $4.2M 2026-02-14 (Est.) $457.47
2025 Q3 REDUCED 8,903 -182 -2.0% 0.64% $4.3M 2025-10-23 $483.93
2025 Q2 REDUCED 9,085 -200 -2.2% 0.65% $4.0M 2025-07-22 $445.85
2025 Q1 REDUCED 9,285 -32 -0.3% 0.65% $3.4M 2025-05-13 $408.72
2024 Q4 REDUCED 9,317 -40 -0.4% 0.73% $3.8M 2025-01-30 $417.58
2024 Q3 ADDED 9,357 +294 +3.2% 0.71% $3.6M 2024-11-08 $405.26
2024 Q2 REDUCED 9,063 -93 -1.0% 0.73% $3.4M 2024-07-10 $388.77
2024 Q1 REDUCED 9,156 -149 -1.6% 0.73% $3.2M 2024-04-10 $337.68
2023 Q4 ADDED 9,305 +14 +0.2% 0.76% $2.9M 2024-01-08 $304.48
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VUG

As of 2026 Q1 — sorted by position size

Rise Advisors, LLC 3Y 16.3% Financial Insights, Inc. 3Y 7Y 4.93% BEACON FINANCIAL GROUP 3Y 7Y 2.71% Cassady Wealth & Retirement Planning, LLC 1.66% Aspen Wealth Management LLC 3Y 1.66% ADIRONDACK TRUST CO 3Y 7Y 0.96% McAlister, Sweet & Associates, Inc. 3Y 0.9% First County Bank /CT/ 0.63% Hilltop National Bank 0.38% Coastline Trust Co 3Y 7Y 0.33%

FAQ About Compass Financial Group, INC/SD and VUG

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 VUG?

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

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

The largest reported portfolio weight for VUG was 0.76% in 2023 Q4.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when Compass Financial Group, INC/SD reported 8,635 shares, equal to 0.60% of portfolio, with an estimated market value of $4.2M.

What does the chart on this VUG ownership page compare?

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