Ownership history in Capital Planning LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Capital Planning LLC reported a position in Vanguard Growth ETF (VUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 17,058 | +403 | +2.4% | 2.32% | $8.3M | $487.86 |
| 2025 Q3 | REDUCED | 16,655 | -35 | -0.2% | 2.33% | $8.0M | $479.12 |
| 2025 Q2 | ADDED | 16,690 | +128 | +0.8% | 2.30% | $7.3M | $437.49 |
| 2025 Q1 | ADDED | 16,562 | +75 | +0.5% | 1.72% | $6.1M | $369.62 |
| 2024 Q4 | ADDED | 16,487 | +1,223 | +8.0% | 1.77% | $6.8M | $408.58 |
| 2024 Q3 | ADDED | 15,264 | +533 | +3.6% | 1.64% | $5.9M | $381.70 |
| 2024 Q2 | ADDED | 14,731 | +4,669 | +46.4% | 1.65% | $5.5M | $371.40 |
| 2024 Q1 | ADDED | 10,062 | +1,129 | +12.6% | 1.13% | $3.5M | $341.38 |
| 2023 Q4 | ADDED | 8,933 | +2,543 | +39.8% | 0.99% | $2.8M | $307.92 |
| 2023 Q3 | ADDED | 6,390 | +457 | +7.7% | 0.69% | $1.7M | $269.20 |
As of 2025 Q4 — sorted by position size