Vanguard Growth ETF shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.0M | 14k | 487.86 |
| 2025-09-30 | $6.9M | 14k | 479.61 |
| 2025-06-30 | $6.3M | 14k | 438.40 |
| 2025-03-31 | $5.4M | 15k | 370.82 |
| 2024-12-31 | $6.2M | 15k | 410.44 |
| 2024-09-30 | $6.1M | 16k | 383.93 |
| 2024-06-30 | $5.9M | 16k | 375.15 |
| 2024-03-31 | $5.4M | 16k | 344.20 |
| 2023-12-31 | $4.9M | 16k | 310.88 |
| 2023-09-30 | $4.5M | 16k | 272.31 |
| 2023-06-30 | $4.8M | 17k | 282.95 |
| 2023-03-31 | $4.5M | 18k | 249.44 |
| 2022-12-31 | $4.6M | 22k | 213.11 |
| 2022-09-30 | $4.9M | 23k | 213.97 |
| 2022-06-30 | $5.3M | 24k | 222.91 |
| 2022-03-31 | $7.3M | 25k | 287.60 |
| 2021-12-31 | $8.1M | 25k | 320.89 |
| 2021-09-30 | $7.4M | 26k | 290.17 |
| 2021-06-30 | $7.5M | 26k | 286.83 |
| 2021-03-31 | $7.7M | 30k | 257.04 |
| 2020-12-31 | $9.3M | 37k | 253.33 |
| 2020-09-30 | $9.6M | 42k | 227.61 |
| 2020-06-30 | $9.4M | 47k | 202.10 |
| 2020-03-31 | $8.0M | 51k | 156.68 |
| 2019-12-31 | $9.7M | 53k | 182.16 |
| 2019-09-30 | $9.0M | 54k | 166.28 |
| 2019-06-30 | $9.5M | 58k | 163.39 |
| 2019-03-31 | $9.2M | 59k | 156.42 |
| 2018-12-31 | $8.6M | 64k | 134.33 |
| 2018-09-30 | $11M | 71k | 161.04 |
| 2018-06-30 | $11M | 72k | 149.81 |
| 2018-03-31 | $15M | 104k | 141.88 |
| 2017-12-31 | $15M | 107k | 140.65 |
| 2017-09-30 | $16M | 123k | 132.75 |
| 2017-06-30 | $16M | 124k | 127.04 |
| 2017-03-31 | $16M | 130k | 121.66 |
| 2016-12-31 | $14M | 124k | 111.48 |
| 2016-09-30 | $15M | 129k | 112.29 |
| 2016-06-30 | $13M | 123k | 107.20 |
| 2016-03-31 | $13M | 123k | 106.45 |
| 2015-12-31 | $13M | 122k | 106.39 |
| 2015-09-30 | $12M | 122k | 100.29 |
| 2015-06-30 | $12M | 107k | 107.05 |
| 2015-03-31 | $9.9M | 95k | 104.61 |
| 2014-12-31 | $5.7M | 54k | 104.39 |