Ownership history in Plancorp, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 64,767 | -2,962 | -4.4% | 1.23% | $40.6M | $627.13 |
| 2025 Q3 | ADDED | 67,729 | +1,494 | +2.3% | 1.30% | $41.5M | $610.65 |
| 2025 Q2 | ADDED | 66,235 | +3,818 | +6.1% | 1.30% | $37.6M | $564.81 |
| 2025 Q1 | ADDED | 62,417 | +431 | +0.7% | 1.27% | $32.1M | $509.43 |
As of 2025 Q4 — sorted by position size