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Plancorp LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Plancorp LLC’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.33M Sell
18,007
-1,002
-5% -$287K 0.13% 70
2026
Q1 		$5.17M Buy
19,009
+108
+0.6% +$29.2K 0.15% 59
2025
Q4 		$4.88M Hold
18,901
– – 0.15% 59
2025
Q3 		$4.81M Sell
18,901
-502
-3% -$124K 0.15% 61
2025
Q2 		$4.6M Sell
19,403
-16,436
-46% -$3.67M 0.16% 60
2025
Q1 		$7.95M Buy
35,839
+33,224
+1,271% +$7.93M 0.32% 35
2024
Q4 		$628K Buy
2,615
+390
+18% +$96K 0.03% 167
2024
Q3 		$528K Buy
2,225
+2
+0.1% +$454 0.02% 188
2024
Q2 		$485K Sell
2,223
-71
-3% -$15.6K 0.02% 188
2024
Q1 		$524K Hold
2,294
– – 0.02% 172
2023
Q4 		$489K Buy
2,294
+78
+4% +$15K 0.02% 161
2023
Q3 		$419K Buy
2,216
+41
+2% +$8.17K 0.02% 167
2023
Q2 		$433K Buy
2,175
+58
+3% +$11K 0.02% 161
2023
Q1 		$401K Sell
2,117
-31
-1% -$6.01K 0.02% 171
2022
Q4 		$394K Sell
2,148
-102
-5% -$18.9K 0.02% 165
2022
Q3 		$385K Sell
2,250
-204
-8% -$38.5K 0.03% 159
2022
Q2 		$432K Buy
2,454
+20
+0.8% +$3.86K 0.03% 156
2022
Q1 		$517K Sell
2,434
-6
-0.2% -$1.26K 0.03% 148
2021
Q4 		$551K Sell
2,440
-107
-4% -$24.3K 0.03% 141
2021
Q3 		$557K Buy
2,547
+111
+5% +$24.7K 0.04% 125
2021
Q2 		$549K Sell
2,436
-137
-5% -$30.4K 0.04% 124
2021
Q1 		$551K Sell
2,573
-137
-5% -$28.9K 0.12% 112
2020
Q4 		$528K Buy
+2,710
New +$478K 0.13% 113
2020
Q3 		– Sell
-3,081
Closed -$449K – 197
2020
Q2 		$449K Sell
3,081
-310
-9% -$41.6K 0.14% 107
2020
Q1 		$391K Sell
3,391
-183
-5% -$27.5K 0.15% 106
2019
Q4 		$592K Buy
3,574
+1,323
+59% +$211K 0.18% 94
2019
Q3 		$346K Buy
2,251
+25
+1% +$3.88K 0.13% 119
2019
Q2 		$349K Hold
2,226
– – 0.14% 116
2019
Q1 		$340K Buy
2,226
+676
+44% +$101K 0.13% 125
2018
Q4 		$205K Hold
1,550
– – 0.09% 151
2018
Q3 		$252K Hold
1,550
– – 0.1% 148
2018
Q2 		$241K Sell
1,550
-350
-18% -$53.5K 0.1% 149
2018
Q1 		$279K Buy
1,900
+146
+8% +$21.8K 0.09% 133
2017
Q4 		$258K Buy
1,754
+1
+0.1% +$145 0.08% 145
2017
Q3 		$248K Buy
1,753
+166
+10% +$22.6K 0.07% 143
2017
Q2 		$214K Hold
1,587
– – 0.06% 158
2017
Q1 		$212K Buy
1,587
+1
+0.1% +$132 0.06% 158
2016
Q4 		$204K Buy
+1,586
New +$197K 0.06% 155

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Plancorp LLC's VB Position: Q2 2026 in Review

Plancorp LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.3% in Q2 2026, selling an estimated $287K and leaving 18,007 shares worth $5.33M. The position accounts for 0.13% of the portfolio, ranked #70.

Plancorp LLC first reported a position in VB in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.95M in Q1 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Plancorp LLC held 18,007 shares of Vanguard Morningstar Small-Cap ETF worth $5.33M as of Q2 2026.
  • Plancorp LLC sold 1,002 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $287K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Plancorp LLC's portfolio in Q2 2026, its #70 holding.
  • Plancorp LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Plancorp LLC's Vanguard Morningstar Small-Cap ETF position peaked at $7.95M in Q1 2025.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.