VOO — VANGUARD INDEX FDS

Ownership history in Compound Planning, Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in VANGUARD INDEX FDS (VOO). 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.

Peak position
1.78% (2025 Q2)
Avg. % of fund
1.01%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 84,447 +4,164 +5.2% 1.55% $53.0M $627.13
2025 Q3 REDUCED 80,283 -2,513 -3.0% 1.59% $49.2M $610.65
2025 Q2 ADDED 82,796 +12,314 +17.5% 1.78% $47.0M $564.81
2025 Q1 ADDED 70,482 +14,368 +25.6% 1.65% $36.2M $509.43
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)

Other funds also holding VOO

As of 2025 Q4 — sorted by position size

Call To Action Foundation 100.0% AFBI LP 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AXIS CAPITAL HOLDINGS LTD 91.09% GLOBE LIFE INC. 3Y 7Y 86.57% Standard Family Office LLC 3Y 84.86% FJ Investments, LLC 83.65% DUMAC, INC. 3Y 7Y 71.66% Liquid Strategies, LLC 3Y 64.34% Investure, LLC 3Y 7Y 63.28%
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