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Disclosery

Compass Advisory Group LLC: VTI position timeline

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

Compass Advisory Group LLC held 62,990 VTI 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 62,990 shares
    Change vs previous 13F +15 shares

    5.54% of the 13F portfolio, value $23,308,762.

    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 62,975 shares
    Change vs previous 13F -217 shares

    5.41% of the 13F portfolio, value $20,202,976.

    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 63,192 shares
    Change vs previous 13F +313 shares

    5.72% of the 13F portfolio, value $21,186,224.

    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 62,879 shares
    Change vs previous 13F +83 shares

    5.81% of the 13F portfolio, value $20,692,177.

    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 62,796 shares
    Change vs previous 13F +2,770 shares

    6.06% of the 13F portfolio, value $19,142,867.

    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 60,026 shares
    Change vs previous 13F -546 shares

    5.74% of the 13F portfolio, value $16,497,622.

    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).

  7. period ended2024-12-31
    13F 60,572 shares
    Change vs previous 13F -358 shares

    6.28% of the 13F portfolio, value $17,554,484.

    13F-HR 0001951757-25-000111 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).

  8. period ended2024-09-30
    13F 60,930 shares
    Change vs previous 13F not available

    6.73% of the 13F portfolio, value $17,305,878.

    13F-HR 0001951757-24-001100 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).