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Plante Moran Financial Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Plante Moran Financial Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306 Buy
+3
New +$240 ﹤0.01% 1303
2025
Q3 		– Sell
-152
Closed -$11K – 869
2025
Q2 		$11K Buy
+152
New +$9.59K ﹤0.01% 548
2022
Q2 		– Sell
-226
Closed -$36K – 1060
2022
Q1 		$36K Hold
226
– – 0.01% 384
2021
Q4 		$38K Hold
226
– – 0.01% 416
2021
Q3 		$36K Hold
226
– – 0.01% 444
2021
Q2 		$36K Buy
+226
New +$38.7K 0.01% 435

Other funds holding VAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Plante Moran Financial Advisors opened a new position in Marriott Vacations Worldwide (VAC) in Q2 2026: 3 shares worth $306. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in VAC as recently as Q2 2025.

Plante Moran Financial Advisors first reported a position in VAC in Q2 2021 and has held it in 6 quarters since. The position peaked at $38K in Q4 2021. 373 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Plante Moran Financial Advisors held 3 shares of Marriott Vacations Worldwide worth $306 as of Q2 2026.
  • Marriott Vacations Worldwide was a new Plante Moran Financial Advisors position in Q2 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1303 holding.
  • Plante Moran Financial Advisors first reported a position in Marriott Vacations Worldwide in Q2 2021 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's Marriott Vacations Worldwide position peaked at $38K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

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