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Disclosery

Compass Advisory Group LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Advisory Group LLC on VCIT, newest first. How the timeline and the estimate are built.

Compass Advisory Group LLC held 7,958 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,958 shares
    Change vs previous 13F +72 shares

    0.16% of the 13F portfolio, value $657,737.

    13F-HR 0001951757-26-001218 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,886 shares
    Change vs previous 13F +274 shares

    0.17% of the 13F portfolio, value $652,593.

    13F-HR 0001951757-26-000674 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,612 shares
    Change vs previous 13F -168 shares

    0.17% of the 13F portfolio, value $637,529.

    13F-HR 0001951757-26-000269 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,780 shares
    Change vs previous 13F -364 shares

    0.18% of the 13F portfolio, value $654,397.

    13F-HR 0001951757-25-001302 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,144 shares
    Change vs previous 13F +882 shares

    0.21% of the 13F portfolio, value $675,335.

    13F-HR 0001951757-25-000977 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,262 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $593,775.

    13F-HR 0001951757-25-000545 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).