Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Compass COMP Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$762K Buy
61,765
+12,393
+25% +$103K 0.01% 1147
2026
Q1 		$361K Buy
49,372
+12,668
+35% +$133K ﹤0.01% 1504
2025
Q4 		$388K Buy
36,704
+2,767
+8% +$25.2K ﹤0.01% 1387
2025
Q3 		$273K Buy
33,937
+4,852
+17% +$39.3K ﹤0.01% 1546
2025
Q2 		$183K Sell
29,085
-1,157
-4% -$7.92K ﹤0.01% 1648
2025
Q1 		$264K Buy
30,242
+8,760
+41% +$69.4K ﹤0.01% 1395
2024
Q4 		$126K Sell
21,482
-273
-1% -$1.73K ﹤0.01% 1586
2024
Q3 		$133K Buy
21,755
+3,868
+22% +$19K ﹤0.01% 1579
2024
Q2 		$64.4K Buy
17,887
+4,224
+31% +$15.5K ﹤0.01% 1572
2024
Q1 		$49.2K Buy
13,663
+261
+2% +$922 ﹤0.01% 1565
2023
Q4 		$50.4K Buy
13,402
+1,248
+10% +$3.08K ﹤0.01% 1516
2023
Q3 		$35.2K Sell
12,154
-332
-3% -$1.17K ﹤0.01% 1424
2023
Q2 		$43.7K Sell
12,486
-1,029
-8% -$3.37K ﹤0.01% 1432
2023
Q1 		$43.7K Buy
13,515
+1,158
+9% +$3.97K ﹤0.01% 1429
2022
Q4 		$28.8K Buy
+12,357
New +$32.4K ﹤0.01% 1250

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Vanguard Personalized Indexing Management's COMP Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Compass (COMP) stake by 25% in Q2 2026, buying an estimated $103K and bringing the position to 61,765 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1147.

Vanguard Personalized Indexing Management first reported a position in COMP in Q4 2022 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Vanguard Personalized Indexing Management held 61,765 shares of Compass worth $762K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 12,393 Compass shares in Q2 2026, an estimated $103K.
  • Compass made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1147 holding.
  • Vanguard Personalized Indexing Management first reported a position in Compass in Q4 2022 and has held it in 15 quarters since.
  • 435 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.