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COMPASS CAPITAL CORP /MA/ /ADV: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMPASS CAPITAL CORP /MA/ /ADV on VUG, newest first. How the timeline and the estimate are built.

COMPASS CAPITAL CORP /MA/ /ADV held 28,207 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,207 shares
    Change vs previous 13F -819 shares

    0.82% of the 13F portfolio, value $2,513,116.

    13F-HR 0001376474-26-000554 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 29,026 shares
    Change vs previous 13F +26,078 shares

    0.9% of the 13F portfolio, value $2,500,558.

    13F-HR 0001376474-26-000361 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 2,948 shares
    Change vs previous 13F -4,994 shares

    0.54% of the 13F portfolio, value $1,392,654.

    13F-HR 0001376474-26-000160 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 7,942 shares
    Change vs previous 13F -286 shares

    1.71% of the 13F portfolio, value $3,917,814.

    13F-HR 0001376474-25-000914 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 8,228 shares
    Change vs previous 13F -811 shares

    1.74% of the 13F portfolio, value $3,684,768.

    13F-HR 0001376474-25-000722 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 9,039 shares
    Change vs previous 13F -2,737 shares

    1.66% of the 13F portfolio, value $3,176,324.

    13F-HR 0001376474-25-000354 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 11,776 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $4,870,087.

    13F-HR 0001376474-25-000134 filed by COMPASS CAPITAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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