Plancorp LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $401K | Buy |
1,984
+78
| +4% | +$15.1K | 0.01% | 284 |
|
|
2026
Q1 | $360K | Hold |
1,906
| – | – | 0.01% | 265 |
|
|
2025
Q4 | $338K | Hold |
1,906
| – | – | 0.01% | 266 |
|
|
2025
Q3 | $333K | Sell |
1,906
-417
| -18% | -$71K | 0.01% | 278 |
|
|
2025
Q2 | $382K | Sell |
2,323
-197
| -8% | -$31.2K | 0.01% | 259 |
|
|
2025
Q1 | $405K | Sell |
2,520
-80
| -3% | -$13.1K | 0.02% | 238 |
|
|
2024
Q4 | $421K | Sell |
2,600
-95
| -4% | -$16K | 0.02% | 212 |
|
|
2024
Q3 | $452K | Sell |
2,695
-92
| -3% | -$14.6K | 0.02% | 201 |
|
|
2024
Q2 | $419K | Sell |
2,787
-159
| -5% | -$24.1K | 0.02% | 198 |
|
|
2024
Q1 | $459K | Buy |
2,946
+1,176
| +66% | +$173K | 0.02% | 192 |
|
|
2023
Q4 | $257K | Sell |
1,770
-62
| -3% | -$8.33K | 0.01% | 235 |
|
|
2023
Q3 | $240K | Buy |
1,832
+297
| +19% | +$41.1K | 0.01% | 224 |
|
|
2023
Q2 | $212K | Buy |
+1,535
| New | +$205K | 0.01% | 231 |
|
|
2022
Q2 | – | Sell |
-1,431
| Closed | -$214K | – | 257 |
|
|
2022
Q1 | $214K | Sell |
1,431
-736
| -34% | -$108K | 0.01% | 229 |
|
|
2021
Q4 | $326K | Buy |
2,167
+126
| +6% | +$18.5K | 0.02% | 187 |
|
|
2021
Q3 | $285K | Hold |
2,041
| – | – | 0.02% | 192 |
|
|
2021
Q2 | $287K | Hold |
2,041
| – | – | 0.02% | 180 |
|
|
2021
Q1 | $275K | Sell |
2,041
-1,170
| -36% | -$150K | 0.06% | 170 |
|
|
2020
Q4 | $382K | Hold |
3,211
| – | – | 0.09% | 135 |
|
|
2020
Q3 | $325K | Sell |
3,211
-784
| -20% | -$79.4K | 0.1% | 131 |
|
|
2020
Q2 | $382K | Buy |
3,995
+810
| +25% | +$74.3K | 0.12% | 118 |
|
|
2020
Q1 | $259K | Sell |
3,185
-1,129
| -26% | -$122K | 0.1% | 136 |
|
|
2019
Q4 | $514K | Buy |
4,314
+390
| +10% | +$44.9K | 0.16% | 106 |
|
|
2019
Q3 | $443K | Buy |
3,924
+1,421
| +57% | +$158K | 0.17% | 102 |
|
|
2019
Q2 | $279K | Hold |
2,503
| – | – | 0.11% | 136 |
|
|
2019
Q1 | $270K | Hold |
2,503
| – | – | 0.1% | 144 |
|
|
2018
Q4 | $238K | Sell |
2,503
-21
| -0.8% | -$2.21K | 0.11% | 136 |
|
|
2018
Q3 | $285K | Hold |
2,524
| – | – | 0.11% | 138 |
|
|
2018
Q2 | $279K | Hold |
2,524
| – | – | 0.11% | 136 |
|
|
2018
Q1 | $276K | Hold |
2,524
| – | – | 0.09% | 135 |
|
|
2017
Q4 | $280K | Buy |
2,524
+42
| +2% | +$4.54K | 0.09% | 140 |
|
|
2017
Q3 | $262K | Hold |
2,482
| – | – | 0.08% | 139 |
|
|
2017
Q2 | $256K | Hold |
2,482
| – | – | 0.08% | 139 |
|
|
2017
Q1 | $252K | Buy |
2,482
+210
| +9% | +$21.2K | 0.07% | 142 |
|
|
2016
Q4 | $221K | Buy |
+2,272
| New | +$215K | 0.06% | 146 |
|
Other funds holding VOE
EWA
Plancorp LLC's VOE Position: Q2 2026 in Review
Plancorp LLC increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 1,984 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #284.
Plancorp LLC first reported a position in VOE in Q4 2016 and has held it in 35 quarters since. The position peaked at $514K in Q4 2019. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Plancorp LLC held 1,984 shares of Vanguard Morningstar Mid-Cap Value ETF worth $401K as of Q2 2026.
- Plancorp LLC bought 78 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $15.1K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #284 holding.
- Plancorp LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2016 and has held it in 35 quarters since.
- Plancorp LLC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $514K in Q4 2019.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.