SEC 13F Intelligence

Compass Advisory Group LLC / VTEB

Compass Advisory Group LLC’s Vanguard Mun Bd Fds Position

Does Compass Advisory Group LLC own Vanguard Mun Bd Fds (VTEB)? Yes78.9K shares worth $4M (+1.05% of its 13F portfolio) as of Q1 2026, down from 80.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
78.9K
% of Portfolio
+1.05%
Quarters Held
21
currently held

Position History VTEB

Reported value by quarter
Q1 ’21: $4MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $5MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.9K$4M+1.05%
Q4 202580.7K$4M+1.10%
Q3 202577.9K$4M+1.09%
Q2 202572.7K$4M+1.13%
Q1 202561.5K$3M+1.06%
Q4 202492.6K$5M+1.66%
Q3 202460.0K$3M+1.19%
Q2 202459.4K$3M+1.32%
Q1 202459.0K$3M+1.32%
Q4 202360.8K$3M+1.49%
Q3 202365.9K$3M+1.66%
Q2 202367.6K$3M+1.79%
Q1 202363.2K$3M+1.87%
Q4 202262.6K$3M+1.81%
Q3 202262.4K$3M+1.68%
Q2 202268.1K$3M+1.85%
Q1 202285.1K$4M+2.28%
Q4 2021101.7K$6M+3.02%
Q3 202195.4K$5M+3.07%
Q2 202193.0K$5M+3.19%
Q1 202182.3K$4M+3.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Advisory Group LLC’s full portfolio or all institutional holders of VTEB.