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Plancorp LLC’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Plancorp LLC’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$627K Hold
1,796
– – 0.02% 221
2026
Q1 		$567K Hold
1,796
– – 0.02% 210
2025
Q4 		$543K Sell
1,796
-36
-2% -$10.9K 0.02% 210
2025
Q3 		$545K Sell
1,832
-191
-9% -$55.1K 0.02% 213
2025
Q2 		$560K Hold
2,023
– – 0.02% 207
2025
Q1 		$509K Hold
2,023
– – 0.02% 206
2024
Q4 		$567K Sell
2,023
-41
-2% -$11.6K 0.02% 180
2024
Q3 		$552K Sell
2,064
-1
-0% -$256 0.02% 180
2024
Q2 		$516K Sell
2,065
-237
-10% -$59.1K 0.02% 178
2024
Q1 		$600K Buy
2,302
+1,238
+116% +$304K 0.03% 158
2023
Q4 		$257K Hold
1,064
– – 0.01% 234
2023
Q3 		$228K Buy
1,064
+12
+1% +$2.73K 0.01% 234
2023
Q2 		$242K Hold
1,052
– – 0.01% 219
2023
Q1 		$228K Hold
1,052
– – 0.01% 230
2022
Q4 		$211K Buy
+1,052
New +$215K 0.01% 225
2022
Q3 		– Sell
-1,109
Closed -$218K – 247
2022
Q2 		$218K Buy
1,109
+1
+0.1% +$217 0.01% 224
2022
Q1 		$275K Hold
1,108
– – 0.02% 207
2021
Q4 		$312K Hold
1,108
– – 0.02% 194
2021
Q3 		$311K Sell
1,108
-100
-8% -$28.6K 0.02% 181
2021
Q2 		$350K Sell
1,208
-163
-12% -$45.6K 0.03% 159
2021
Q1 		$377K Sell
1,371
-310
-18% -$87.4K 0.08% 142
2020
Q4 		$450K Buy
1,681
+412
+32% +$99.6K 0.11% 122
2020
Q3 		$273K Hold
1,269
– – 0.08% 143
2020
Q2 		$253K Buy
+1,269
New +$229K 0.08% 146
2020
Q1 		– Sell
-1,286
Closed -$256K – 195
2019
Q4 		$256K Buy
+1,286
New +$244K 0.08% 164
2018
Q4 		– Sell
-1,103
Closed -$207K – 174
2018
Q3 		$207K Buy
+1,103
New +$203K 0.08% 166

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plancorp LLC's VBK Position: Q2 2026 in Review

Plancorp LLC held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,796 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #221.

Plancorp LLC first reported a position in VBK in Q3 2018 and has held it in 26 quarters since. 400 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Plancorp LLC held 1,796 shares of Vanguard Small-Cap Growth ETF worth $627K as of Q2 2026.
  • Plancorp LLC left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #221 holding.
  • Plancorp LLC first reported a position in Vanguard Small-Cap Growth ETF in Q3 2018 and has held it in 26 quarters since.
  • 400 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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