Vanguard World shares owned by Essential Planning
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Vanguard World
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Quarterly reported holdings in Vanguard World by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 6.3k | 64.20 |
| 2025-06-30 | $412k | 6.5k | 63.40 |
| 2025-03-31 | $396k | 6.3k | 62.92 |
| 2024-12-31 | $26M | 412k | 63.20 |
| 2024-09-30 | $414k | 6.4k | 64.88 |
| 2024-06-30 | $399k | 6.4k | 62.06 |
| 2024-03-31 | $298k | 4.7k | 63.38 |
| 2023-09-30 | $296k | 5.0k | 59.39 |
| 2023-06-30 | $309k | 5.0k | 61.98 |
| 2023-03-31 | $284k | 4.5k | 62.70 |