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Plancorp LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Plancorp LLC’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.18M Sell
27,024
-1,280
-5% -$99.2K 0.05% 131
2026
Q1 		$2.1M Sell
28,304
-12
-0% -$892 0.06% 109
2025
Q4 		$2.05M Buy
28,316
+12
+0% +$873 0.06% 106
2025
Q3 		$2.08M Buy
28,304
+512
+2% +$36.8K 0.07% 106
2025
Q2 		$1.94M Sell
27,792
-516
-2% -$33.9K 0.07% 111
2025
Q1 		$1.83M Buy
28,308
+11,296
+66% +$758K 0.07% 105
2024
Q4 		$1.12M Buy
17,012
+2,164
+15% +$147K 0.05% 120
2024
Q3 		$979K Buy
14,848
+128
+0.9% +$8.04K 0.04% 130
2024
Q2 		$891K Buy
14,720
+64
+0.4% +$3.89K 0.04% 129
2024
Q1 		$915K Buy
14,656
+692
+5% +$40.9K 0.04% 127
2023
Q4 		$812K Buy
13,964
+104
+0.8% +$5.56K 0.04% 123
2023
Q3 		$722K Hold
13,860
– – 0.04% 130
2023
Q2 		$763K Buy
13,860
+364
+3% +$19.1K 0.04% 122
2023
Q1 		$712K Sell
13,496
-164
-1% -$8.72K 0.04% 130
2022
Q4 		$696K Hold
13,660
– – 0.04% 123
2022
Q3 		$642K Sell
13,660
-1,172
-8% -$61.2K 0.04% 121
2022
Q2 		$730K Hold
14,832
– – 0.05% 116
2022
Q1 		$882K Buy
14,832
+6,664
+82% +$391K 0.06% 107
2021
Q4 		$520K Hold
8,168
– – 0.03% 147
2021
Q3 		$483K Hold
8,168
– – 0.03% 142
2021
Q2 		$485K Hold
8,168
– – 0.04% 134
2021
Q1 		$452K Sell
8,168
-64
-0.8% -$3.47K 0.1% 130
2020
Q4 		$426K Hold
8,232
– – 0.11% 126
2020
Q3 		$363K Sell
8,232
-5,928
-42% -$258K 0.11% 119
2020
Q2 		$580K Buy
14,160
+3,292
+30% +$126K 0.17% 86
2020
Q1 		$358K Buy
10,868
+572
+6% +$23.7K 0.14% 110
2019
Q4 		$459K Buy
+10,296
New +$442K 0.14% 114

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Plancorp LLC's VO Position: Q2 2026 in Review

Plancorp LLC reduced its Vanguard Mid-Cap ETF (VO) stake by 4.5% in Q2 2026, selling an estimated $99.2K and leaving 27,024 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #131.

Plancorp LLC first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Plancorp LLC held 27,024 shares of Vanguard Mid-Cap ETF worth $2.18M as of Q2 2026.
  • Plancorp LLC sold 1,280 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $99.2K.
  • Vanguard Mid-Cap ETF made up 0.05% of Plancorp LLC's portfolio in Q2 2026, its #131 holding.
  • Plancorp LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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