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Disclosery

Compound Planning, Inc.: VUG position timeline

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

Compound Planning, Inc. held 544,731 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 544,731 shares
    Change vs previous 13F +456,621 shares

    1.23% of the 13F portfolio, value $46,923,120.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 88,110 shares
    Change vs previous 13F +12,002 shares

    1.19% of the 13F portfolio, value $38,485,413.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 76,108 shares
    Change vs previous 13F -4,312 shares

    1.1% of the 13F portfolio, value $37,129,916.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 80,420 shares
    Change vs previous 13F +11,593 shares

    1.25% of the 13F portfolio, value $38,570,130.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 68,827 shares
    Change vs previous 13F -6,046 shares

    1.14% of the 13F portfolio, value $30,173,786.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 74,873 shares
    Change vs previous 13F +45,247 shares

    1.27% of the 13F portfolio, value $27,764,378.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 29,626 shares
    Change vs previous 13F +16,308 shares

    0.61% of the 13F portfolio, value $12,159,777.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,318 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,113,284.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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