Plante Moran Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Plante Moran Financial Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Sell	4,608 -141	-3%	-$40.4K	0.07%	32
2026 Q1	$1.24M	Buy	4,749 +66	+1%	+$17.9K	0.08%	32
2025 Q4	$1.21M	Buy	4,683 +321	+7%	+$82.2K	0.08%	39
2025 Q3	$1.11M	Sell	4,362 -316	-7%	-$78.4K	0.07%	42
2025 Q2	$1.11M	Buy	4,678 +1,600	+52%	+$357K	0.08%	44
2025 Q1	$683K	Sell	3,078 -2	-0.1%	-$478	0.06%	63
2024 Q4	$740K	Buy	3,080 +1,463	+90%	+$360K	0.06%	62
2024 Q3	$384K	Hold	1,617	–	–	0.03%	103
2024 Q2	$353K	Buy	1,617 +32	+2%	+$7.03K	0.04%	107
2024 Q1	$362K	Buy	1,585 +1,236	+354%	+$266K	0.04%	105
2023 Q4	$74.5K	Sell	349 -407	-54%	-$78.4K	0.01%	276
2023 Q3	$143K	Buy	756 +120	+19%	+$23.9K	0.02%	189
2023 Q2	$126K	Buy	636 +55	+9%	+$10.4K	0.02%	208
2023 Q1	$110K	Sell	581 -413	-42%	-$80.1K	0.02%	220
2022 Q4	$182K	Buy	994 +224	+29%	+$41.5K	0.03%	166
2022 Q3	$132K	Buy	770 +335	+77%	+$63.2K	0.02%	180
2022 Q2	$77K	Buy	435 +80	+23%	+$15.4K	0.01%	251
2022 Q1	$75K	Buy	355 +106	+43%	+$22.3K	0.01%	270
2021 Q4	$56K	Sell	249 -394	-61%	-$89.5K	0.01%	343
2021 Q3	$141K	Sell	643 -74	-10%	-$16.5K	0.03%	225
2021 Q2	$162K	Buy	717 +182	+34%	+$40.3K	0.04%	201
2021 Q1	$115K	Buy	535 +81	+18%	+$17.1K	0.03%	231
2020 Q4	$88K	Buy	454 +4	+0.9%	+$706	0.03%	268
2020 Q3	$69K	Buy	450 +4	+0.9%	+$614	0.02%	272
2020 Q2	$65K	Buy	446 +140	+46%	+$18.8K	0.03%	263
2020 Q1	$35K	Sell	306 -1,083	-78%	-$163K	0.02%	311
2019 Q4	$230K	Buy	1,389 +3	+0.2%	+$478	0.08%	140
2019 Q3	$213K	Buy	1,386 +1,290	+1,344%	+$200K	0.06%	151
2019 Q2	$15K	Hold	96	–	–	﹤0.01%	516
2019 Q1	$15K	Hold	96	–	–	﹤0.01%	514
2018 Q4	$13K	Hold	96	–	–	﹤0.01%	475
2018 Q3	$16K	Hold	96	–	–	0.01%	453
2018 Q2	$15K	Hold	96	–	–	0.01%	508
2018 Q1	$14K	Hold	96	–	–	0.01%	561
2017 Q4	$14K	Hold	96	–	–	0.01%	551
2017 Q3	$14K	Sell	96 -18	-16%	-$2.45K	0.01%	508
2017 Q2	$15K	Buy	114 +18	+19%	+$2.41K	0.01%	509
2017 Q1	$13K	Sell	96 -844	-90%	-$112K	0.01%	542
2016 Q4	$121K	Buy	940 +1	+0.1%	+$124	0.08%	193
2016 Q3	$115K	Sell	939 -150	-14%	-$18.1K	0.08%	183
2016 Q2	$126K	Buy	1,089 +1	+0.1%	+$114	0.09%	154
2016 Q1	$121K	Buy	1,088 +1	+0.1%	+$104	0.09%	153
2015 Q4	$120K	Buy	1,087 +5	+0.5%	+$567	0.09%	161
2015 Q3	$117K	Sell	1,082 -224	-17%	-$26.2K	0.09%	161
2015 Q2	$159K	Hold	1,306	–	–	0.11%	141
2015 Q1	$160K	Hold	1,306	–	–	0.11%	137
2014 Q4	$152K	Buy	1,306 +5	+0.4%	+$569	0.11%	131
2014 Q3	$144K	Hold	1,301	–	–	0.13%	127
2014 Q2	$152K	Hold	1,301	–	–	0.14%	107
2014 Q1	$147K	Buy	1,301 +322	+33%	+$35.7K	0.16%	87
2013 Q4	$108K	Buy	979 +2	+0.2%	+$213	0.06%	148
2013 Q3	$100K	Hold	977	–	–	0.06%	112
2013 Q2	$92K	Buy	+977	New	+$90.4K	0.07%	110

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Plante Moran Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3% in Q2 2026, selling an estimated $40.4K and leaving 4,608 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #32.

Plante Moran Financial Advisors first reported a position in VB in Q2 2013 and has held it in 53 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Plante Moran Financial Advisors held 4,608 shares of Vanguard Morningstar Small-Cap ETF worth $1.4M as of Q2 2026.
Plante Moran Financial Advisors sold 141 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $40.4K.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #32 holding.
Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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