VUG — VANGUARD INDEX FDS

Ownership history in Compound Planning, Inc.  ·  12 quarters on record

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

Peak position
1.27% (2025 Q1)
Avg. % of fund
0.75%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 76,108 -4,312 -5.4% 1.09% $37.1M $487.86
2025 Q3 ADDED 80,420 +11,593 +16.8% 1.25% $38.6M $479.12
2025 Q2 REDUCED 68,827 -6,046 -8.1% 1.14% $30.2M $437.49
2025 Q1 ADDED 74,873 +45,247 +152.7% 1.27% $27.8M $369.62
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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