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Vanguard Instl Index shares owned by Planning Center

Quarter-by-quarter ownership of Vanguard Instl Index (VGUS) shares owned by Planning Center from 13F filings

Historical chart of Planning Center investment in Vanguard Instl Index

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All positions including Vanguard Instl Index held by Planning Center consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Planning Center

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 15k 75.66
2025-06-30 $465k 6.2k 75.53
2025-03-31 $215k 2.8k 75.47

More positions owned by Planning Center

Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Planning Center

Top funds holding Vanguard Instl Index

Pathway Financial Advisors
Coston, McIsaac & Partners
Farther Finance Advisors
Crown Wealth Group
Strategic Investment Solutions
Jane Street
Steward Partners Investment Advisory
North Capital
Boston Family Office
Commonwealth Equity Services
LPL Financial
Capital Investment Services of America
Keystone Wealth Services
Burling Wealth Partners
UBS Group

View all funds holding Vanguard Instl Index