Capital Planning LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1790688 BELLEVUE, WA

Position in VIG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$5,489,836

+$701,929 QoQ

Shares Held

25,527

+17.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,489,836	25,527	+17.2%	Shares	Sole	2026-04-30
2025-12-31	$4,787,907	21,785	+4.0%	Shares	Sole	2026-01-23
2025-09-30	$4,518,858	20,941	+3.9%	Shares	Sole	2025-10-22
2025-06-30	$4,124,305	20,151	+4.2%	Shares	Sole	2025-07-21
2025-03-31	$3,750,408	19,333	+3.2%	Shares	Sole	2025-04-29
2024-12-31	$3,669,658	18,739	+9.9%	Shares	Sole	2025-01-15
2024-09-30	$3,375,932	17,045	+1.5%	Shares	Sole	2024-10-16
2024-06-30	$3,065,197	16,791	+48.6%	Shares	Sole	2024-07-12
2024-03-31	$2,062,762	11,296	+14.9%	Shares	Sole	2024-04-12
2023-12-31	$1,675,543	9,833	+26.3%	Shares	Sole	2024-01-23
2023-09-30	$1,209,788	7,786	+6.9%	Shares	Sole	2023-10-23
2023-06-30	$1,183,302	7,285	+15.9%	Shares	Sole	2023-07-14
2023-03-31	$967,644	6,283	+2.8%	Shares	Sole	2023-04-28
2022-12-31	$927,955	6,111	+18.5%	Shares	Sole	2023-01-27
2022-09-30	$697,155	5,158	+47.0%	Shares	Sole	2022-11-07
2022-06-30	$503,579	3,510	-1.2%	Shares	Sole	2022-07-22
2022-03-31	$576,154	3,553	-5.1%	Shares	Sole	2022-04-22
2021-12-31	$643,032	3,744	+1.8%	Shares	Sole	2022-01-31
2021-09-30	$564,633	3,676	0.0%	Shares	Sole	2021-10-19
2021-06-30	$569,008	3,676	+38.5%	Shares	Sole	2021-07-21
2021-03-31	$390,497	2,655	+31.9%	Shares	Sole	2021-04-22
2020-12-31	$284,175	2,013	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.