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

Plancorp LLC’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$589K Sell
1,965
-1,037
-35% -$299K 0.01% 229
2026
Q1 		$805K Hold
3,002
– – 0.02% 174
2025
Q4 		$838K Sell
3,002
-142
-5% -$40.6K 0.03% 162
2025
Q3 		$924K Sell
3,144
-120
-4% -$34.6K 0.03% 161
2025
Q2 		$928K Sell
3,264
-181
-5% -$46.7K 0.03% 158
2025
Q1 		$843K Buy
3,445
+30
+0.9% +$7.8K 0.03% 158
2024
Q4 		$867K Sell
3,415
-203
-6% -$52.3K 0.04% 141
2024
Q3 		$881K Buy
3,618
+103
+3% +$24K 0.04% 141
2024
Q2 		$807K Sell
3,515
-412
-10% -$94.5K 0.04% 140
2024
Q1 		$926K Buy
3,927
+1,717
+78% +$385K 0.04% 126
2023
Q4 		$485K Hold
2,210
– – 0.02% 162
2023
Q3 		$430K Buy
2,210
+100
+5% +$20.4K 0.02% 164
2023
Q2 		$434K Hold
2,110
– – 0.02% 159
2023
Q1 		$411K Hold
2,110
– – 0.02% 170
2022
Q4 		$379K Sell
2,110
-2
-0.1% -$362 0.02% 168
2022
Q3 		$360K Buy
2,112
+1
+0% +$189 0.02% 165
2022
Q2 		$370K Buy
2,111
+1
+0% +$194 0.02% 164
2022
Q1 		$470K Hold
2,110
– – 0.03% 153
2021
Q4 		$537K Hold
2,110
– – 0.03% 144
2021
Q3 		$499K Hold
2,110
– – 0.03% 141
2021
Q2 		$499K Hold
2,110
– – 0.04% 132
2021
Q1 		$453K Hold
2,110
– – 0.1% 129
2020
Q4 		$447K Hold
2,110
– – 0.11% 124
2020
Q3 		$380K Hold
2,110
– – 0.12% 117
2020
Q2 		$348K Hold
2,110
– – 0.1% 125
2020
Q1 		$267K Sell
2,110
-180
-8% -$27.3K 0.1% 133
2019
Q4 		$364K Buy
2,290
+300
+15% +$45.8K 0.11% 132
2019
Q3 		$295K Hold
1,990
– – 0.11% 138
2019
Q2 		$297K Hold
1,990
– – 0.12% 131
2019
Q1 		$284K Hold
1,990
– – 0.11% 140
2018
Q4 		$238K Sell
1,990
-18
-0.9% -$2.31K 0.11% 137
2018
Q3 		$286K Hold
2,008
– – 0.11% 137
2018
Q2 		$270K Hold
2,008
– – 0.11% 141
2018
Q1 		$260K Hold
2,008
– – 0.08% 143
2017
Q4 		$256K Buy
2,008
+18
+0.9% +$2.26K 0.08% 147
2017
Q3 		$242K Hold
1,990
– – 0.07% 147
2017
Q2 		$234K Hold
1,990
– – 0.07% 149
2017
Q1 		$225K Hold
1,990
– – 0.07% 152
2016
Q4 		$210K Buy
+1,990
New +$209K 0.06% 151

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Plancorp LLC's VOT Position: Q2 2026 in Review

Plancorp LLC reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 35% in Q2 2026, selling an estimated $299K and leaving 1,965 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #229.

Plancorp LLC first reported a position in VOT in Q4 2016 and has held it in 39 quarters since. The position peaked at $928K in Q2 2025. 324 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Plancorp LLC held 1,965 shares of Vanguard Mid-Cap Growth ETF worth $589K as of Q2 2026.
  • Plancorp LLC sold 1,037 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $299K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #229 holding.
  • Plancorp LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Plancorp LLC's Vanguard Mid-Cap Growth ETF position peaked at $928K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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