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 INTL EQUITY INDEX F (VWO). 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 | REDUCED | 831,788 | -28,933 | -3.4% | 1.31% | $44.7M | $53.76 |
| 2025 Q3 | ADDED | 860,721 | +40,805 | +5.0% | 1.51% | $46.6M | $53.14 |
| 2025 Q2 | ADDED | 819,916 | +1,527 | +0.2% | 1.53% | $40.6M | $48.26 |
| 2025 Q1 | ADDED | 818,389 | +350,853 | +75.0% | 1.69% | $37.0M | $44.03 |
| 2024 Q4 | ADDED | 467,536 | +56,789 | +13.8% | 1.04% | $20.6M | $42.80 |
| 2024 Q3 | ADDED | 410,747 | +32,851 | +8.7% | 1.23% | $19.7M | $45.41 |
| 2024 Q2 | ADDED | 377,896 | +7,556 | +2.0% | 1.22% | $16.5M | $41.40 |
| 2024 Q1 | ADDED | 370,340 | +97,993 | +36.0% | 1.43% | $15.5M | $39.37 |
| 2023 Q4 | ADDED | 272,347 | +257,768 | +1768.1% | 1.55% | $11.2M | $38.70 |
| 2023 Q3 | ADDED | 14,579 | +1,818 | +14.2% | 0.19% | $572K | $36.14 |
As of 2025 Q4 — sorted by position size