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Vanguard S&p 500 Etf idx shares owned by Capital & Planning

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Capital & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 21 597.57
2024-12-31 $3.8k 7 538.86

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Apple Common Stock (AAPL)
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View all positions for Capital & Planning

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
CalPERS
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Envestnet Asset Management
Acorns Advisers
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Natixis
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx