Plancorp, LLC Purchases in Q3 2025

Plancorp, LLC

  • $3.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
123K
+ 15.09%
$303.93 - $329.86 $37.2M - $40.4M
934K $307M
AVUV
American Centy ETF Tr Avantis

ETFs
127K
+ 11.22%
$90.37 - $102.12 $11.5M - $13M
1.26M $125M
DFIC
Dimensional ETF Tr Dimensional

ETFs
582K
+ 35.95%
$30.76 - $33.01 $17.9M - $19.2M
2.2M $72.2M
DFIV
Dimensional ETF Tr

ETFs
162K
+ 5.05%
$42.66 - $46.53 $6.92M - $7.54M
3.37M $156M
LRGF
Ishares Tr

ETFs
64K
+ 3.67%
$64.13 - $69.24 $4.1M - $4.43M
1.81M $125M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
187K
+ 35.61%
$29.55 - $32.52 $5.52M - $6.07M
711K $22.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.49K
+ 2.26%
$567.77 - $614.76 $848K - $918K
67.7K $41.5M
CDE
Coeur Mining, Inc.

Basic Materials
10.1K
+ 2.75%
$8.68 - $18.76 $87.8K - $190K
379K $7.11M
VEA
Vanguard Ftse Developed Market

ETFs
12.7K
+ 3.59%
$56.02 - $60.3 $711K - $765K
366K $21.9M
AVDV
American Centy ETF Tr Avantis

ETFs
192
+ 0.11%
$79.24 - $89.03 $15.2K - $17.1K
176K $15.7M
GOOG
Alphabet Inc.

Communication Services
266
+ 1.65%
$175.16 - $255.24 $46.6K - $67.9K
16.4K $4M
DFAI
Dimensional ETF Tr

ETFs
1.11K
+ 0.19%
$34.05 - $36.55 $37.8K - $40.5K
600K $21.8M
EFV
Msci Eafe Value ETF

ETFs
38
+ 0.02%
$62.79 - $68.42 $2.39K - $2.6K
252K $17.1M
VXF
Vanguard Extended Market ETF

ETFs
1.78K
+ 4.19%
$193.58 - $213.07 $345K - $379K
44.3K $9.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.83K
+ 3.46%
$49.43 - $54.52 $239K - $263K
144K $7.83M
ACN
Accenture PLC

Technology
2.97K
+ 153.7%
$232.56 - $304.78 $692K - $906K
4.91K $1.21M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.24K
+ 57.63%
$111.55 - $125.05 $473K - $530K
11.6K $1.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.64K
New
$85.01 - $90.35 $564K - $600K
6.64K $593K
APP
App Lovin Corp

Technology
564
New
$335.1 - $718.54 $189K - $405K
564 $405K
VNQ
Vanguard Specialized Funds Van

ETFs
1.08K
+ 0.86%
$88.47 - $93.24 $95.5K - $101K
126K $11.5M
DFAE
Dimensional ETF Tr

ETFs
50
+ 0.04%
$28.84 - $31.84 $1.44K - $1.59K
125K $3.96M
AVIG
American Centy ETF Tr Avantis

ETFs
6.11K
+ 4.29%
$41.02 - $42.32 $250K - $258K
149K $6.25M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.68K
New
$109.47 - $119.06 $293K - $319K
2.68K $317K
U
Unity Software Inc.

Technology
7.86K
New
$24.01 - $46.53 $189K - $366K
7.86K $314K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
21.1K
New
$13.78 - $14.59 $290K - $307K
21.1K $306K
XLK
Technology Sector Spdr

ETFs
1.07K
New
$250.97 - $282.66 $269K - $303K
1.07K $302K
EFSC
Enterprise Financial Services Corp

Financial Services
18
+ 0.02%
$53.81 - $61.68 $969 - $1.11K
96.5K $5.59M
INTC
Intel Corp

Technology
8.31K
New
$19.31 - $35.5 $161K - $295K
8.31K $278K
MARA
Marathon Digital Holdings, Inc.

Financial Services
12.3K
New
N/A
12.3K $277K
ABC
Amerisourcebergen Corp

Healthcare
1.29K
New
N/A
1.29K $238K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.3K
+ 21.77%
$52.39 - $53.11 $225K - $228K
24K $1.27M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
20K
New
$10.68 - $11.59 $214K - $232K
20K $231K
CVX
Chevron Corp

Energy
569
+ 4.98%
$145.57 - $161.83 $82.8K - $92.1K
12K $1.86M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
20K
New
$10.21 - $11.08 $204K - $222K
20K $221K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.86K
+ 8.96%
$66.38 - $71.68 $124K - $133K
22.6K $1.62M
HOOD
Robinhood Markets, Inc.

Technology
1.52K
New
$91.27 - $143.18 $138K - $217K
1.52K $217K
APH
Amphenol Corp

Technology
1.73K
New
$97.39 - $125.4 $168K - $217K
1.73K $213K
CMI
Cummins Inc

Industrials
503
New
$327.85 - $426.39 $165K - $214K
503 $212K
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.67K
New
$40.15 - $43.86 $187K - $205K
4.67K $204K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.44K
New
$133.48 - $144.38 $192K - $207K
1.44K $204K
PPTA
Perpetua Resources Corp.

Basic Materials
10K
New
$11.92 - $21.16 $119K - $212K
10K $203K
MSI
Motorola Solutions, Inc.

Technology
443
New
$408.73 - $490.3 $181K - $217K
443 $202K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.32K
+ 1.41%
$47.18 - $48.17 $110K - $112K
167K $7.99M
AEE
Ameren Corp

Utilities
686
+ 4.77%
$95.0 - $104.38 $65.2K - $71.6K
15.1K $1.57M
AMD
Advanced Micro Devices Inc

Technology
577
+ 12.37%
$134.8 - $184.42 $77.8K - $106K
5.24K $848K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
715
+ 2.81%
$68.24 - $73.73 $48.8K - $52.7K
26.2K $1.92M
MU
Micron Technology Inc

Technology
373
+ 16.42%
$104.88 - $168.89 $39.1K - $63K
2.65K $442K
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 15.07%
$404.94 - $499.99 $56.7K - $70K
1.07K $518K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
13.9K
+ 139.0%
$9.44 - $10.39 $131K - $144K
23.9K $237K
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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