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 |
| 2024 Q4 | ADDED | 61,986 | +2,957 | +5.0% | 1.37% | $33.4M | $532.26 |
| 2024 Q3 | ADDED | 59,029 | +2,485 | +4.4% | 1.27% | $31.1M | $519.60 |
| 2024 Q2 | ADDED | 56,544 | +6,227 | +12.4% | 1.23% | $28.3M | $490.95 |
| 2024 Q1 | ADDED | 50,317 | +6,357 | +14.5% | 1.05% | $24.2M | $470.20 |
| 2023 Q4 | ADDED | 43,960 | +4,586 | +11.6% | 0.92% | $19.2M | $425.89 |
| 2023 Q3 | ADDED | 39,374 | +6,501 | +19.8% | 0.83% | $15.5M | $381.32 |
As of 2025 Q4 — sorted by position size