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Disclosery

Capital Planning LLC: VUG position timeline

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

Capital Planning LLC held 126,005 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126,005 shares
    Change vs previous 13F +6,021 shares

    3.02% of the 13F portfolio, value $11,354,311.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 119,984 shares
    Change vs previous 13F +99,841 shares

    3.01% of the 13F portfolio, value $10,335,422.

    13F-HR 0001790688-26-000004 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,143 shares
    Change vs previous 13F +3,085 shares

    2.86% of the 13F portfolio, value $8,798,261.

    13F-HR 0001790688-26-000002 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,058 shares
    Change vs previous 13F +403 shares

    2.32% of the 13F portfolio, value $8,293,600.

    13F-HR 0001790688-26-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,655 shares
    Change vs previous 13F -35 shares

    2.33% of the 13F portfolio, value $7,996,347.

    13F-HR 0001790688-25-000008 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,690 shares
    Change vs previous 13F +128 shares

    2.3% of the 13F portfolio, value $7,325,314.

    13F-HR 0001790688-25-000006 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,562 shares
    Change vs previous 13F +75 shares

    1.72% of the 13F portfolio, value $6,141,521.

    13F-HR 0001790688-25-000005 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,487 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $6,766,924.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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