Plancorp LLC
VFH icon

Plancorp LLC’s Vanguard Financials ETF VFH Stock Holding History

Plancorp LLC’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$594K Buy
+4,326
New +$600K 0.01% 257
2025
Q3 		– Sell
-1,586
Closed -$202K – 403
2025
Q2 		$202K Buy
+1,586
New +$189K 0.01% 354

Other funds holding VFH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Plancorp LLC's VFH Position: Q3 2026 in Review

Plancorp LLC opened a new position in Vanguard Financials ETF (VFH) in Q3 2026: 4,326 shares worth $594K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in VFH as recently as Q2 2025.

Plancorp LLC first reported a position in VFH in Q2 2025 and has held it in 2 quarters since. 456 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Plancorp LLC held 4,326 shares of Vanguard Financials ETF worth $594K as of Q3 2026.
  • Vanguard Financials ETF was a new Plancorp LLC position in Q3 2026.
  • Vanguard Financials ETF made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #257 holding.
  • Plancorp LLC first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 2 quarters since.
  • 456 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.