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Plancorp LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Plancorp LLC’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Sell
34,485
-2,738
-7% -$913K 0.29% 41
2026
Q1 		$11.6M Sell
37,223
-300
-0.8% -$93.9K 0.33% 35
2025
Q4 		$11.8M Sell
37,523
-1,771
-5% -$553K 0.36% 30
2025
Q3 		$12.1M Sell
39,294
-33
-0.1% -$9.77K 0.38% 29
2025
Q2 		$11.2M Hold
39,327
– – 0.39% 28
2025
Q1 		$10.1M Buy
39,327
+33,123
+534% +$8.97M 0.4% 31
2024
Q4 		$1.67M Buy
6,204
+520
+9% +$141K 0.07% 97
2024
Q3 		$1.5M Hold
5,684
– – 0.06% 100
2024
Q2 		$1.42M Hold
5,684
– – 0.06% 100
2024
Q1 		$1.36M Hold
5,684
– – 0.06% 104
2023
Q4 		$1.24M Hold
5,684
– – 0.06% 99
2023
Q3 		$1.11M Hold
5,684
– – 0.06% 99
2023
Q2 		$1.15M Hold
5,684
– – 0.06% 98
2023
Q1 		$1.06M Hold
5,684
– – 0.06% 100
2022
Q4 		$990K Hold
5,684
– – 0.06% 97
2022
Q3 		$930K Sell
5,684
-487
-8% -$88.5K 0.06% 94
2022
Q2 		$1.06M Buy
6,171
+960
+18% +$180K 0.07% 93
2022
Q1 		$1.09M Buy
5,211
+3,800
+269% +$781K 0.07% 95
2021
Q4 		$312K Hold
1,411
– – 0.02% 195
2021
Q3 		$283K Hold
1,411
– – 0.02% 194
2021
Q2 		$283K Hold
1,411
– – 0.02% 183
2021
Q1 		$261K Hold
1,411
– – 0.06% 180
2020
Q4 		$248K Buy
+1,411
New +$234K 0.06% 178

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Plancorp LLC's VV Position: Q2 2026 in Review

Plancorp LLC reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.4% in Q2 2026, selling an estimated $913K and leaving 34,485 shares worth $11.9M. The position accounts for 0.29% of the portfolio, ranked #41.

Plancorp LLC first reported a position in VV in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.1M in Q3 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Plancorp LLC held 34,485 shares of Vanguard Morningstar Large-Cap ETF worth $11.9M as of Q2 2026.
  • Plancorp LLC sold 2,738 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $913K.
  • Vanguard Morningstar Large-Cap ETF made up 0.29% of Plancorp LLC's portfolio in Q2 2026, its #41 holding.
  • Plancorp LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Plancorp LLC's Vanguard Morningstar Large-Cap ETF position peaked at $12.1M in Q3 2025.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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