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Plancorp LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Plancorp LLC’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$872K Sell
5,594
-3
-0.1% -$458 0.02% 196
2026
Q1 		$811K Buy
5,597
+12
+0.2% +$1.73K 0.02% 173
2025
Q4 		$788K Buy
5,585
+250
+5% +$34.9K 0.02% 171
2025
Q3 		$735K Sell
5,335
-2
-0% -$266 0.02% 180
2025
Q2 		$686K Buy
+5,337
New +$638K 0.02% 189

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Plancorp LLC's VT Position: Q2 2026 in Review

Plancorp LLC reduced its Vanguard Total World Stock ETF (VT) stake by 0.05% in Q2 2026, selling an estimated $458 and leaving 5,594 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #196.

Plancorp LLC first reported a position in VT in Q2 2025 and has held it in 5 quarters since. 380 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Plancorp LLC held 5,594 shares of Vanguard Total World Stock ETF worth $872K as of Q2 2026.
  • Plancorp LLC sold 3 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $458.
  • Vanguard Total World Stock ETF made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #196 holding.
  • Plancorp LLC first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 380 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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