Vanguard S&p 500 Etf idx shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 13k | 612.38 |
| 2025-06-30 | $7.3M | 13k | 568.03 |
| 2025-03-31 | $6.3M | 12k | 513.91 |
| 2024-12-31 | $6.1M | 11k | 538.81 |
| 2024-09-30 | $5.3M | 10k | 527.67 |
| 2024-06-30 | $4.6M | 9.1k | 500.13 |
| 2024-03-31 | $3.3M | 6.8k | 480.70 |
| 2023-12-31 | $2.6M | 5.9k | 436.80 |
| 2023-09-30 | $949k | 2.4k | 392.70 |
| 2023-06-30 | $552k | 1.4k | 407.28 |
| 2022-09-30 | $273k | 831 | 328.52 |
| 2022-06-30 | $264k | 761 | 346.91 |
| 2022-03-31 | $337k | 811 | 415.54 |
| 2021-12-31 | $376k | 861 | 436.70 |
| 2021-09-30 | $292k | 740 | 394.59 |
| 2021-06-30 | $291k | 740 | 393.24 |
| 2019-09-30 | $15k | 55 | 272.73 |