Plancorp LLC’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Plancorp LLC’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Buy	+1,771	New	+$278K	0.01%	348
2026 Q1	–	Sell	-1,437	Closed	-$206K	–	396
2025 Q4	$206K	Hold	1,437	–	–	0.01%	354
2025 Q3	$205K	Buy	+1,437	New	+$199K	0.01%	360
2020 Q3	–	Sell	-2,362	Closed	-$228K	–	199
2020 Q2	$228K	Buy	+2,362	New	+$211K	0.07%	156
2020 Q1	–	Sell	-2,286	Closed	-$254K	–	198
2019 Q4	$254K	Buy	+2,286	New	+$244K	0.08%	167

Other funds holding VSS

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Plancorp LLC's VSS Position: Q2 2026 in Review

Plancorp LLC opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 1,771 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in VSS as recently as Q4 2025.

Plancorp LLC first reported a position in VSS in Q4 2019 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Plancorp LLC held 1,771 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $270K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Plancorp LLC position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #348 holding.
Plancorp LLC first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 5 quarters since.
211 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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