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Plante Moran Financial Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Plante Moran Financial Advisors’s Portfolio RAAX Stock Details RAAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.7K Buy
+2,135
New +$88K ﹤0.01% 271
2026
Q1 		– Sell
-100
Closed -$3.51K – 845
2025
Q4 		$3.51K Buy
+100
New +$3.51K ﹤0.01% 683

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Plante Moran Financial Advisors's RAAX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in VanEck Inflation Allocation ETF (RAAX) in Q2 2026: 2,135 shares worth $84.7K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in RAAX as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in RAAX in Q4 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Plante Moran Financial Advisors held 2,135 shares of VanEck Inflation Allocation ETF worth $84.7K as of Q2 2026.
  • VanEck Inflation Allocation ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • VanEck Inflation Allocation ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #271 holding.
  • Plante Moran Financial Advisors first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.