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Plancorp LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Plancorp LLC’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.8M Buy
79,660
+12,605
+19% +$8.4M 1.34% 14
2026
Q1 		$41.9M Buy
67,055
+2,288
+4% +$1.43M 1.19% 14
2025
Q4 		$40.6M Sell
64,767
-2,962
-4% -$1.84M 1.23% 14
2025
Q3 		$41.5M Buy
67,729
+1,494
+2% +$881K 1.3% 14
2025
Q2 		$37.6M Buy
66,235
+3,818
+6% +$2.01M 1.3% 15
2025
Q1 		$32.1M Buy
62,417
+431
+0.7% +$233K 1.27% 14
2024
Q4 		$33.4M Buy
61,986
+2,957
+5% +$1.6M 1.37% 14
2024
Q3 		$31.1M Buy
59,029
+2,485
+4% +$1.26M 1.27% 15
2024
Q2 		$28.3M Buy
56,544
+6,227
+12% +$3M 1.23% 15
2024
Q1 		$24.2M Buy
50,317
+6,357
+14% +$2.91M 1.05% 16
2023
Q4 		$19.2M Buy
43,960
+4,586
+12% +$1.88M 0.92% 17
2023
Q3 		$15.5M Buy
39,374
+6,501
+20% +$2.66M 0.83% 17
2023
Q2 		$13.4M Buy
32,873
+3,941
+14% +$1.52M 0.72% 17
2023
Q1 		$10.9M Buy
28,932
+4,015
+16% +$1.47M 0.61% 20
2022
Q4 		$8.75M Buy
24,917
+2,052
+9% +$725K 0.52% 24
2022
Q3 		$7.51M Buy
22,865
+600
+3% +$219K 0.5% 22
2022
Q2 		$7.72M Buy
22,265
+761
+4% +$287K 0.49% 22
2022
Q1 		$8.93M Buy
21,504
+2,720
+14% +$1.11M 0.58% 20
2021
Q4 		$8.2M Buy
18,784
+97
+0.5% +$40.9K 0.52% 21
2021
Q3 		$7.37M Buy
18,687
+3,311
+22% +$1.34M 0.51% 21
2021
Q2 		$6.05M Buy
15,376
+6,933
+82% +$2.66M 0.47% 25
2021
Q1 		$3.08M Sell
8,443
-1,381
-14% -$490K 0.68% 31
2020
Q4 		$3.38M Buy
9,824
+1,893
+24% +$617K 0.83% 26
2020
Q3 		$2.44M Sell
7,931
-1,116
-12% -$340K 0.74% 24
2020
Q2 		$2.56M Buy
9,047
+1,704
+23% +$459K 0.77% 26
2020
Q1 		$1.74M Sell
7,343
-376
-5% -$105K 0.67% 35
2019
Q4 		$2.28M Sell
7,719
-43
-0.6% -$12.2K 0.7% 36
2019
Q3 		$2.12M Buy
7,762
+1,807
+30% +$490K 0.81% 29
2019
Q2 		$1.6M Hold
5,955
– – 0.63% 35
2019
Q1 		$1.54M Buy
5,955
+865
+17% +$216K 0.59% 42
2018
Q4 		$1.17M Sell
5,090
-80
-2% -$19.8K 0.53% 46
2018
Q3 		$1.38M Sell
5,170
-26
-0.5% -$6.8K 0.54% 42
2018
Q2 		$1.3M Buy
5,196
+1
+0% +$248 0.52% 43
2018
Q1 		$1.26M Hold
5,195
– – 0.4% 43
2017
Q4 		$1.27M Buy
5,195
+219
+4% +$52.3K 0.42% 45
2017
Q3 		$1.15M Buy
4,976
+357
+8% +$80.9K 0.34% 47
2017
Q2 		$1.02M Hold
4,619
– – 0.3% 54
2017
Q1 		$998K Buy
4,619
+403
+10% +$86K 0.29% 56
2016
Q4 		$866K Buy
+4,216
New +$846K 0.25% 58

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Plancorp LLC's VOO Position: Q2 2026 in Review

Plancorp LLC increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q2 2026, buying an estimated $8.4M and bringing the position to 79,660 shares worth $54.8M. The position accounts for 1.34% of the portfolio, ranked #14.

Plancorp LLC first reported a position in VOO in Q4 2016 and has held it in 39 quarters since. 1,289 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Plancorp LLC held 79,660 shares of Vanguard S&P 500 ETF worth $54.8M as of Q2 2026.
  • Plancorp LLC bought 12,605 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.4M.
  • Vanguard S&P 500 ETF made up 1.34% of Plancorp LLC's portfolio in Q2 2026, its #14 holding.
  • Plancorp LLC first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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