VGUS — VANGUARD INSTL INDEX FD

Ownership history in Planning Center, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Planning Center, Inc. reported a position in VANGUARD INSTL INDEX FD (VGUS). 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
0.23% (2025 Q4)
Avg. % of fund
0.11%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,241 +15,309 +102.5% 0.23% $2.3M $75.05
2025 Q3 ADDED 14,932 +8,776 +142.6% 0.12% $1.1M $74.31
2025 Q2 ADDED 6,156 +3,307 +116.1% 0.05% $465K $73.49
2025 Q1 INITIATED 2,849 — — 0.03% $215K $72.75
% of Fund (quarterly)    VGUS price (monthly, adj. close)

Other funds also holding VGUS

As of 2025 Q4 — sorted by position size

Coston, McIsaac & Partners 3Y 3.62% Strategic Investment Solutions, Inc. /IL 3Y 2.51% Pathway Financial Advisors LLC 3Y 7Y 2.41% Crown Wealth Group, LLC 3Y 1.39% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 0.72% ORSER CAPITAL MANAGEMENT, LLC 3Y 0.56% Keystone Wealth Services, LLC 3Y 0.46% BURLING WEALTH PARTNERS, LLC 0.32% D.B. Root & Company, LLC 3Y 7Y 0.3% Capital Investment Services of America, Inc. 3Y 7Y 0.25%
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