VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,394 Value ($000) $7,022 Avg Close Range
Q3 2025
Shares 14,415 Value ($000) $6,914 Avg Close Range
Q2 2025
Shares 14,448 Value ($000) $6,334 Avg Close Range
Q1 2025
Shares 14,573 Value ($000) $5,404 Avg Close Range
Q4 2024
Shares 15,080 Value ($000) $6,189 Avg Close Range
Q3 2024
Shares 15,769 Value ($000) $6,054 Avg Close Range
Q2 2024
Shares 15,789 Value ($000) $5,923 Avg Close Range
Q1 2024
Shares 15,804 Value ($000) $5,440 Avg Close Range
Q4 2023
Shares 15,908 Value ($000) $4,945 Avg Close Range
Q3 2023
Shares 16,353 Value ($000) $4,453 Avg Close Range
Q2 2023
Shares 16,979 Value ($000) $4,804 Avg Close Range
Q1 2023
Shares 17,855 Value ($000) $4,454 Avg Close Range
Q4 2022
Shares 21,645 Value ($000) $4,613 Avg Close Range
Q3 2022
Shares 22,709 Value ($000) $4,859 Avg Close Range
Q2 2022
Shares 23,839 Value ($000) $5,314 Avg Close Range
Q1 2022
Shares 25,428 Value ($000) $7,313 Avg Close Range
Q4 2021
Shares 25,099 Value ($000) $8,054 Avg Close Range
Q3 2021
Shares 25,502 Value ($000) $7,400 Avg Close Range
Q2 2021
Shares 26,312 Value ($000) $7,547 Avg Close Range
Q1 2021
Shares 29,957 Value ($000) $7,700 Avg Close Range
Q4 2020
Shares 36,873 Value ($000) $9,341 Avg Close Range
Q3 2020
Shares 42,077 Value ($000) $9,577 Avg Close Range
Q2 2020
Shares 46,745 Value ($000) $9,447 Avg Close Range
Q1 2020
Shares 51,320 Value ($000) $8,041 Avg Close Range
Q4 2019
Shares 53,062 Value ($000) $9,666 Avg Close Range
Q3 2019
Shares 54,215 Value ($000) $9,015 Avg Close Range
Q2 2019
Shares 58,234 Value ($000) $9,515 Avg Close Range
Q1 2019
Shares 59,083 Value ($000) $9,242 Avg Close Range
Q4 2018
Shares 63,655 Value ($000) $8,551 Avg Close Range
Q3 2018
Shares 70,773 Value ($000) $11,397 Avg Close Range
Q2 2018
Shares 71,917 Value ($000) $10,774 Avg Close Range
Q1 2018
Shares 104,398 Value ($000) $14,812 Avg Close Range
Q4 2017
Shares 107,388 Value ($000) $15,104 Avg Close Range
Q3 2017
Shares 123,156 Value ($000) $16,349 Avg Close Range
Q2 2017
Shares 123,624 Value ($000) $15,705 Avg Close Range
Q1 2017
Shares 129,939 Value ($000) $15,808 Avg Close Range
Q4 2016
Shares 124,164 Value ($000) $13,842 Avg Close Range
Q3 2016
Shares 129,025 Value ($000) $14,488 Avg Close Range
Q2 2016
Shares 123,042 Value ($000) $13,190 Avg Close Range
Q1 2016
Shares 123,080 Value ($000) $13,102 Avg Close Range
Q4 2015
Shares 121,505 Value ($000) $12,927 Avg Close Range
Q3 2015
Shares 122,312 Value ($000) $12,267 Avg Close Range
Q2 2015
Shares 107,315 Value ($000) $11,488 Avg Close Range
Q1 2015
Shares 94,879 Value ($000) $9,925 Avg Close Range
Q4 2014
Shares 54,323 Value ($000) $5,671 Avg Close Range