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 |
| 2024 Q4 | ADDED | 509,749 | +25,995 | +5.4% | 6.07% | $147.7M | $286.32 |
| 2024 Q3 | ADDED | 483,754 | +29,460 | +6.5% | 5.59% | $137.0M | $278.85 |
| 2024 Q2 | ADDED | 454,294 | +11,513 | +2.6% | 5.27% | $121.5M | $262.63 |
| 2024 Q1 | ADDED | 442,781 | +200,629 | +82.9% | 5.00% | $115.1M | $254.25 |
| 2023 Q4 | ADDED | 242,152 | +45,536 | +23.2% | 2.75% | $57.4M | $231.25 |
| 2023 Q3 | ADDED | 196,616 | +63,401 | +47.6% | 2.23% | $41.8M | $206.18 |
As of 2025 Q4 — sorted by position size