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.
| 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 |
| 2024 Q4 | ADDED | 56,114 | +23,563 | +72.4% | 1.53% | $30.2M | $532.26 |
| 2024 Q3 | ADDED | 32,551 | +13,278 | +68.9% | 1.07% | $17.2M | $519.60 |
| 2024 Q2 | ADDED | 19,273 | +7,796 | +67.9% | 0.71% | $9.6M | $490.95 |
| 2024 Q1 | ADDED | 11,477 | +6,212 | +118.0% | 0.51% | $5.5M | $470.20 |
| 2023 Q4 | ADDED | 5,265 | +4,040 | +329.8% | 0.32% | $2.3M | $425.89 |
| 2023 Q3 | ADDED | 1,225 | +236 | +23.9% | 0.16% | $481K | $381.32 |
As of 2025 Q4 — sorted by position size