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Capital & Planning LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Capital & Planning LLC’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45K Buy
+36
New +$2.6K ﹤0.01% 140
2025
Q1 		– Sell
-36
Closed -$2.2K – 178
2024
Q4 		$2.2K Buy
+36
New +$2.16K ﹤0.01% 157

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital & Planning LLC's VOOG Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026: 36 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #140 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in VOOG as recently as Q4 2024.

Capital & Planning LLC first reported a position in VOOG in Q4 2024 and has held it in 2 quarters since. 684 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Capital & Planning LLC held 36 shares of Vanguard S&P 500 Growth ETF worth $2.45K as of Q1 2026.
  • Vanguard S&P 500 Growth ETF was a new Capital & Planning LLC position in Q1 2026.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #140 holding.
  • Capital & Planning LLC first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 684 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.