Vanguard Total Stock Market ETF shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $659k | 2.8k | 237.19 |
| 2023-09-30 | $589k | 2.8k | 212.41 |
| 2023-06-30 | $611k | 2.8k | 220.28 |
| 2022-12-31 | $513k | 2.7k | 191.19 |
| 2020-03-31 | $204k | 1.6k | 129.11 |
| 2019-12-31 | $270k | 1.7k | 163.44 |
| 2019-09-30 | $260k | 1.7k | 151.07 |
| 2018-03-31 | $206k | 1.5k | 135.44 |
| 2017-12-31 | $218k | 1.6k | 137.11 |
| 2017-09-30 | $256k | 2.0k | 129.62 |
| 2017-06-30 | $378k | 3.0k | 124.55 |
| 2017-03-31 | $1.9M | 16k | 121.32 |
| 2016-12-31 | $1.6M | 14k | 115.34 |
| 2016-09-30 | $1.4M | 13k | 111.35 |
| 2016-06-30 | $1.5M | 14k | 107.16 |
| 2016-03-31 | $1.4M | 14k | 104.84 |
| 2015-12-31 | $1.6M | 16k | 104.27 |
| 2015-09-30 | $1.9M | 19k | 98.72 |
| 2015-06-30 | $1.4M | 13k | 106.99 |
| 2015-03-31 | $1.2M | 11k | 107.27 |
| 2014-12-31 | $483k | 4.6k | 105.97 |
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