A detailed history of Compass Planning Associates Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 1,281 shares of VOO stock, worth $783,241. This represents 0.72% of its overall portfolio holdings.

Number of Shares
1,281
Previous 789 62.36%
Holding current value
$783,241
Previous $448 Million 75.17%
% of portfolio
0.72%
Previous 0.41%

Shares

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

Oct 22, 2025

BUY
$567.77 - $614.76 $279,342 - $302,461
492 Added 62.36%
1,281 $785 Million
Q2 2025

Jul 21, 2025

BUY
$456.74 - $568.03 $49,784 - $61,915
109 Added 16.03%
789 $448 Million
Q1 2025

Apr 14, 2025

BUY
$507.05 - $563.67 $117,635 - $130,771
232 Added 51.79%
680 $350 Million
Q4 2024

Feb 03, 2025

BUY
$521.84 - $558.82 $233,784 - $250,351
448 New
448 $241 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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.