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
2025 Q3	–	Sell	-1,586	Closed	-$202K	–	403
2025 Q2	$202K	Buy	+1,586	New	+$189K	0.01%	354

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Plancorp LLC's VFH Position: Q3 2025 in Review

Plancorp LLC sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 1,586 shares — an estimated $202K sold.

Plancorp LLC first reported a position in VFH in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

Plancorp LLC reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
Plancorp LLC sold 1,586 Vanguard Financials ETF shares in Q3 2025, an estimated $202K.
Plancorp LLC first reported a position in Vanguard Financials ETF in Q2 2025 and held it in 1 quarter.
Plancorp LLC's Vanguard Financials ETF position peaked at $202K in Q2 2025.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Plancorp LLC's 13F filing for Q3 2025, filed 15 Oct 2025.