Vanguard Large-Cap ETF shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Vanguard Large-Cap ETF
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All positions including Vanguard Large-Cap ETF held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Large-Cap ETF by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $922k | 3.0k | 307.86 |
| 2025-06-30 | $853k | 3.0k | 285.30 |
| 2025-03-31 | $766k | 3.0k | 257.03 |
| 2024-12-31 | $888k | 3.3k | 269.70 |
| 2024-09-30 | $877k | 3.3k | 263.29 |
| 2024-06-30 | $798k | 3.3k | 239.76 |
| 2024-03-31 | $798k | 3.3k | 239.76 |
| 2023-12-31 | $820k | 3.8k | 218.15 |
| 2023-09-30 | $735k | 3.8k | 195.69 |