Ownership history in Plancorp, LLC · 38 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in VANGUARD INDEX FDS (VTI). 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 | ADDED | 1,029,480 | +95,126 | +10.2% | 10.43% | $345.2M | $335.27 |
| 2025 Q3 | ADDED | 934,354 | +122,520 | +15.1% | 9.62% | $306.6M | $327.24 |
| 2025 Q2 | ADDED | 811,834 | +217,078 | +36.5% | 8.55% | $246.7M | $302.23 |
| 2025 Q1 | ADDED | 594,756 | +85,007 | +16.7% | 6.48% | $163.5M | $272.48 |
As of 2025 Q4 — sorted by position size