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Plancorp LLC’s Vanguard Growth ETF VUG Stock Holding History

Plancorp LLC’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Sell
16,618
-30,896
-65% -$2.6M 0.03% 173
2026
Q1 		$3.65M Sell
47,514
-1,878
-4% -$146K 0.1% 77
2025
Q4 		$4.02M Sell
49,392
-1,458
-3% -$118K 0.12% 68
2025
Q3 		$4.06M Sell
50,850
-2,226
-4% -$170K 0.13% 66
2025
Q2 		$3.88M Buy
53,076
+3,660
+7% +$241K 0.13% 64
2025
Q1 		$3.05M Buy
49,416
+11,838
+32% +$798K 0.12% 72
2024
Q4 		$2.57M Sell
37,578
-138
-0.4% -$9.27K 0.11% 72
2024
Q3 		$2.41M Sell
37,716
-8,292
-18% -$514K 0.1% 77
2024
Q2 		$2.87M Sell
46,008
-150
-0.3% -$8.75K 0.12% 61
2024
Q1 		$2.65M Buy
46,158
+3,522
+8% +$194K 0.12% 67
2023
Q4 		$2.21M Buy
42,636
+108
+0.3% +$5.21K 0.11% 72
2023
Q3 		$1.93M Sell
42,528
-822
-2% -$38.8K 0.1% 74
2023
Q2 		$2.04M Hold
43,350
– – 0.11% 65
2023
Q1 		$1.8M Sell
43,350
-942
-2% -$36.6K 0.1% 74
2022
Q4 		$1.57M Sell
44,292
-18
-0% -$662 0.09% 78
2022
Q3 		$1.58M Sell
44,310
-6
-0% -$241 0.11% 71
2022
Q2 		$1.65M Buy
44,316
+6
+0% +$246 0.1% 71
2022
Q1 		$2.12M Hold
44,310
– – 0.14% 62
2021
Q4 		$2.37M Buy
44,310
+1,410
+3% +$73.5K 0.15% 60
2021
Q3 		$2.08M Buy
42,900
+372
+0.9% +$18.5K 0.14% 56
2021
Q2 		$2.03M Sell
42,528
-1,134
-3% -$51.5K 0.16% 53
2021
Q1 		$1.87M Sell
43,662
-798
-2% -$34.1K 0.41% 50
2020
Q4 		$1.88M Buy
44,460
+1,578
+4% +$63K 0.46% 47
2020
Q3 		$1.63M Buy
42,882
+1,260
+3% +$46.5K 0.49% 42
2020
Q2 		$1.4M Sell
41,622
-900
-2% -$27.7K 0.42% 48
2020
Q1 		$1.11M Sell
42,522
-384
-0.9% -$11.5K 0.43% 48
2019
Q4 		$1.3M Buy
42,906
+6,612
+18% +$191K 0.4% 51
2019
Q3 		$1.01M Buy
36,294
+2,928
+9% +$81.2K 0.38% 49
2019
Q2 		$909K Hold
33,366
– – 0.36% 55
2019
Q1 		$870K Buy
33,366
+546
+2% +$13.5K 0.33% 66
2018
Q4 		$735K Hold
32,820
– – 0.33% 70
2018
Q3 		$881K Hold
32,820
– – 0.35% 66
2018
Q2 		$819K Hold
32,820
– – 0.33% 69
2018
Q1 		$775K Hold
32,820
– – 0.25% 73
2017
Q4 		$770K Hold
32,820
– – 0.25% 69
2017
Q3 		$726K Hold
32,820
– – 0.21% 71
2017
Q2 		$696K Hold
32,820
– – 0.21% 74
2017
Q1 		$667K Buy
32,820
+384
+1% +$7.58K 0.19% 75
2016
Q4 		$603K Buy
+32,436
New +$600K 0.17% 80
2016
Q1 		– Sell
-22,176
Closed -$393K – 78
2015
Q4 		$393K Buy
+22,176
New +$397K 0.47% 51
2014
Q4 		– Sell
-24,336
Closed -$404K – 102
2014
Q3 		$404K Buy
24,336
+2,160
+10% +$36K 0.42% 53
2014
Q2 		$366K Sell
22,176
-702
-3% -$11.1K 0.33% 48
2014
Q1 		$357K Buy
+22,878
New +$355K 0.24% 75

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Plancorp LLC's VUG Position: Q2 2026 in Review

Plancorp LLC reduced its Vanguard Growth ETF (VUG) stake by 65% in Q2 2026, selling an estimated $2.6M and leaving 16,618 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #173.

Plancorp LLC first reported a position in VUG in Q1 2014 and has held it in 43 quarters since. The position peaked at $4.06M in Q3 2025. 902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Plancorp LLC held 16,618 shares of Vanguard Growth ETF worth $1.43M as of Q2 2026.
  • Plancorp LLC sold 30,896 Vanguard Growth ETF shares in Q2 2026, an estimated $2.6M.
  • Vanguard Growth ETF made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #173 holding.
  • Plancorp LLC first reported a position in Vanguard Growth ETF in Q1 2014 and has held it in 43 quarters since.
  • Plancorp LLC's Vanguard Growth ETF position peaked at $4.06M in Q3 2025.
  • 902 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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