A detailed history of Compass Planning Associates Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Compass Planning Associates Inc holds 11,533 shares of VTI stock, worth $3.8 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
11,533
Previous 19,752 41.61%
Holding current value
$3.8 Million
Previous $6 Billion 36.96%
% of portfolio
3.47%
Previous 5.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
$303.93 - $329.86 $2.5 Million - $2.71 Million
-8,219 Reduced 41.61%
11,533 $3.78 Billion
Q2 2025

Jul 21, 2025

SELL
$243.75 - $303.93 $72,637 - $90,571
-298 Reduced 1.49%
19,752 $6 Billion
Q1 2025

Apr 14, 2025

BUY
$271.18 - $303.12 $2.09 Million - $2.33 Million
7,702 Added 62.37%
20,050 $5.51 Billion
Q4 2024

Feb 03, 2025

BUY
$280.04 - $302.45 $3.46 Million - $3.73 Million
12,348 New
12,348 $3.58 Billion

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Compass Planning Associates Inc Portfolio

Follow Compass Planning Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Planning Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Planning Associates Inc with notifications on news.