Plancorp, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1599579 SAINT LOUIS, MO

Position in VB

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$4,978,837

+$103,325 QoQ

Shares Held

19,009

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,978,837	19,009	+0.6%	Shares	Sole	2026-04-14
2025-12-31	$4,875,512	18,901	0.0%	Shares	Sole	2026-02-05
2025-09-30	$4,806,146	18,901	-2.6%	Shares	Sole	2025-10-15
2025-06-30	$4,598,122	19,403	-45.9%	Shares	Sole	2025-07-16
2025-03-31	$7,947,298	35,839	+1270.5%	Shares	Sole	2025-05-15
2024-12-31	$628,332	2,615	+17.5%	Shares	Sole	2025-02-11
2024-09-30	$527,792	2,225	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$484,702	2,223	-3.1%	Shares	Sole	2024-08-09
2024-03-31	$524,385	2,294	0.0%	Shares	Sole	2024-05-15
2023-12-31	$489,379	2,294	+3.5%	Shares	Sole	2024-02-09
2023-09-30	$418,979	2,216	+1.9%	Shares	Sole	2023-11-08
2023-06-30	$432,585	2,175	+2.7%	Shares	Sole	2023-07-26
2023-03-31	$401,298	2,117	-1.4%	Shares	Sole	2023-05-11
2022-12-31	$394,243	2,148	-4.5%	Shares	Sole	2023-02-14
2022-09-30	$384,547	2,250	-8.3%	Shares	Sole	2022-11-10
2022-06-30	$432,173	2,454	+0.8%	Shares	Sole	2022-08-04
2022-03-31	$517,273	2,434	-0.2%	Shares	Sole	2022-05-13
2021-12-31	$551,464	2,440	-4.2%	Shares	Sole	2022-02-11
2021-09-30	$556,952	2,547	+4.6%	Shares	Sole	2021-11-15
2021-06-30	$548,782	2,436	-5.3%	Shares	Sole	2021-08-13
2021-03-31	$550,827	2,573	-5.1%	Shares	Sole	2021-05-14
2020-12-31	$527,582	2,710	-12.0%	Shares	Sole	2021-02-09
2020-06-30	$448,963	3,081	-9.1%	Shares	Sole	2020-08-11
2020-03-31	$391,457	3,391	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.