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Vanguard Large-Cap ETF shares owned by Compass Planning Associates

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Compass Planning Associates from 13F filings

Historical chart of Compass Planning Associates investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Compass Planning Associates 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 Planning Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $266k 846 314.90
2025-09-30 $259k 842 307.76
2025-06-30 $239k 839 285.38
2025-03-31 $216k 839 257.10
2024-12-31 $226k 836 269.81