Plancorp LLC’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Plancorp LLC’s Portfolio VMBS Stock Details VMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.57M	Buy	+77,171	New	+$3.61M	0.09%	99

Other funds holding VMBS

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Proffitt & Goodson Knoxville, Tennessee $728M AUM 18.62% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Plancorp LLC's VMBS Position: Q2 2026 in Review

Plancorp LLC opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 77,171 shares worth $3.57M. The stake represents 0.09% of the portfolio and ranks #99 among its holdings.

191 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Plancorp LLC held 77,171 shares of Vanguard Mortgage-Backed Securities ETF worth $3.57M as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new Plancorp LLC position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.09% of Plancorp LLC's portfolio in Q2 2026, its #99 holding.
191 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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