Vanguard Small-Cap ETF shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 46k | 95.24 |
| 2025-03-31 | $92k | 416 | 221.75 |
| 2024-12-31 | $33k | 139 | 240.28 |
| 2024-09-30 | $24k | 100 | 237.21 |
| 2024-06-30 | $22k | 100 | 218.04 |
| 2024-03-31 | $23k | 100 | 228.59 |
| 2023-12-31 | $21k | 100 | 213.33 |
| 2023-09-30 | $19k | 100 | 189.07 |
| 2023-06-30 | $20k | 100 | 198.89 |
| 2023-03-31 | $19k | 100 | 189.56 |
| 2022-12-31 | $18k | 100 | 183.54 |