SEC 13F Intelligence

Compass Planning Associates Inc / VGSH

Compass Planning Associates Inc’s Vanguard Scottsdale Fds Position

Does Compass Planning Associates Inc own Vanguard Scottsdale Fds (VGSH)? Yes — 300.7K shares worth $18M (+11.26% of its 13F portfolio) as of Q1 2026, up from 236.6K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
300.7K
% of Portfolio
+11.26%
Quarters Held
6
currently held

Position History VGSH

Reported value by quarter
Q4 ’24: $627,447Q4 ’24Q1 ’25: $820,226Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $14MQ4 ’25Q1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026300.7K$18M+11.26%
Q4 2025236.6K$14M+9.63%
Q3 202575.2K$4M+4.06%
Q2 202524.7K$1M+1.33%
Q1 202514.0K$820,226+0.83%
Q4 202410.8K$627,447+0.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Planning Associates Inc’s full portfolio or all institutional holders of VGSH.