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Plancorp LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Plancorp LLC’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$442M Buy
1,194,717
+74,957
+7% +$26.8M 10.78% 1
2026
Q1 		$375M Buy
1,119,760
+90,280
+9% +$30.3M 10.67% 2
2025
Q4 		$345M Buy
1,029,480
+95,126
+10% +$31.6M 10.43% 2
2025
Q3 		$307M Buy
934,354
+122,520
+15% +$38.7M 9.62% 3
2025
Q2 		$247M Buy
811,834
+217,078
+36% +$61.1M 8.55% 4
2025
Q1 		$163M Buy
594,756
+85,007
+17% +$24.7M 6.48% 4
2024
Q4 		$148M Buy
509,749
+25,995
+5% +$7.58M 6.07% 4
2024
Q3 		$137M Buy
483,754
+29,460
+6% +$8.04M 5.59% 4
2024
Q2 		$122M Buy
454,294
+11,513
+3% +$2.98M 5.27% 4
2024
Q1 		$115M Buy
442,781
+200,629
+83% +$49.6M 5% 4
2023
Q4 		$57.4M Buy
242,152
+45,536
+23% +$10.1M 2.75% 10
2023
Q3 		$41.8M Buy
196,616
+63,401
+48% +$14M 2.24% 12
2023
Q2 		$29.3M Sell
133,215
-1,887
-1% -$394K 1.58% 13
2023
Q1 		$27.6M Buy
135,102
+52,254
+63% +$10.5M 1.55% 13
2022
Q4 		$15.8M Buy
82,848
+13,265
+19% +$2.56M 0.93% 14
2022
Q3 		$12.5M Buy
69,583
+203
+0.3% +$40.5K 0.83% 15
2022
Q2 		$13.1M Sell
69,380
-2,202
-3% -$452K 0.82% 15
2022
Q1 		$16.3M Buy
71,582
+3,532
+5% +$794K 1.06% 12
2021
Q4 		$16.4M Buy
68,050
+146
+0.2% +$34.5K 1.04% 12
2021
Q3 		$15.1M Buy
67,904
+191
+0.3% +$43.6K 1.04% 12
2021
Q2 		$15.1M Sell
67,713
-8,855
-12% -$1.92M 1.18% 10
2021
Q1 		$15.8M Sell
76,568
-82
-0.1% -$16.6K 3.49% 6
2020
Q4 		$14.9M Buy
76,650
+27,568
+56% +$5.04M 3.68% 5
2020
Q3 		$8.36M Sell
49,082
-53,110
-52% -$8.93M 2.54% 7
2020
Q2 		$16M Buy
102,192
+7,857
+8% +$1.16M 4.82% 5
2020
Q1 		$12.2M Buy
94,335
+24,799
+36% +$3.83M 4.71% 5
2019
Q4 		$11.4M Buy
69,536
+9,930
+17% +$1.56M 3.49% 4
2019
Q3 		$9M Buy
59,606
+2,753
+5% +$415K 3.43% 7
2019
Q2 		$8.53M Buy
56,853
+1,041
+2% +$153K 3.38% 7
2019
Q1 		$8.08M Buy
55,812
+44,111
+377% +$6.15M 3.06% 7
2018
Q4 		$1.49M Buy
11,701
+1
+0% +$138 0.68% 36
2018
Q3 		$1.75M Hold
11,700
– – 0.69% 33
2018
Q2 		$1.64M Hold
11,700
– – 0.66% 36
2018
Q1 		$1.59M Sell
11,700
-50
-0.4% -$7.01K 0.51% 36
2017
Q4 		$1.61M Buy
11,750
+180
+2% +$24.1K 0.53% 37
2017
Q3 		$1.5M Buy
11,570
+63
+0.5% +$7.98K 0.44% 38
2017
Q2 		$1.43M Sell
11,507
-208
-2% -$25.6K 0.43% 40
2017
Q1 		$1.42M Sell
11,715
-525
-4% -$62.9K 0.42% 42
2016
Q4 		$1.41M Buy
+12,240
New +$1.38M 0.4% 41
2014
Q3 		– Sell
-19,950
Closed -$2.03M – 112
2014
Q2 		$2.03M Buy
+19,950
New +$1.97M 1.82% 12

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plancorp LLC's VTI Position: Q2 2026 in Review

Plancorp LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.7% in Q2 2026, buying an estimated $26.8M and bringing the position to 1,194,717 shares worth $442M. The position accounts for 10.78% of the portfolio, ranked #1.

Plancorp LLC first reported a position in VTI in Q2 2014 and has held it in 40 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Plancorp LLC held 1,194,717 shares of Vanguard Morningstar Total Stock Market ETF worth $442M as of Q2 2026.
  • Plancorp LLC bought 74,957 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $26.8M.
  • Vanguard Morningstar Total Stock Market ETF made up 10.78% of Plancorp LLC's portfolio in Q2 2026, its #1 holding.
  • Plancorp LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2014 and has held it in 40 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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