Ownership history in Capital Planning LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Capital Planning LLC reported a position in Vanguard Mid-Cap ETF (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Capital Planning LLC underperformed the S&P 500 by β5.3% annually on this VO position. Timing score: 55% (11/20 decisions correct). Average cost basis: $205.57. Maximum drawdown during holding period: β25.5%.
β Significantly underperformed the S&P 500 by 5.3% ann.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 20 add/trim decisions correct
Best entry: $178.26 (2022 Q3) Β· Worst: $292.59 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 2 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.81% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size