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 Large-Cap ETF (VV). 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 β0.3% annually on this VV position. Timing score: 75% (15/20 decisions correct). Average cost basis: $189.01. Maximum drawdown during holding period: β25.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
20 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
15 of 20 add/trim decisions correct
Best entry: $156.37 (2022 Q3) Β· Worst: $314.80 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 6 trims. Bought during 3 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Capital Planning LLC has been actively increasing its VV allocation β a bullish signal from insiders.
Currently 3.23% 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