Skip to content
Disclosery

Capital Planning Advisors, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Planning Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.

Capital Planning Advisors, LLC held 14,045 VUG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 14,045 shares
    Change vs previous 13F -349 shares

    0.89% of the 13F portfolio, value $6,134,716.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 14,394 shares
    Change vs previous 13F -21 shares

    0.94% of the 13F portfolio, value $7,022,257.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 14,415 shares
    Change vs previous 13F -33 shares

    0.95% of the 13F portfolio, value $6,913,578.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 14,448 shares
    Change vs previous 13F -125 shares

    0.93% of the 13F portfolio, value $6,334,003.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 14,573 shares
    Change vs previous 13F -507 shares

    0.83% of the 13F portfolio, value $5,403,960.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 15,080 shares
    Change vs previous 13F -689 shares

    0.96% of the 13F portfolio, value $6,189,435.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 15,769 shares
    Change vs previous 13F -20 shares

    0.91% of the 13F portfolio, value $6,054,192.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 15,789 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,923,264.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).