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Plante Moran Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Plante Moran Financial Advisors’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$171M Buy
830,772
+66,200
+9% +$14.2M 11.06% 2
2025
Q4 		$160M Buy
764,572
+31,142
+4% +$6.54M 10.12% 2
2025
Q3 		$154M Buy
733,430
+25,548
+4% +$5.17M 9.65% 2
2025
Q2 		$136M Buy
707,882
+36,872
+5% +$6.55M 9.58% 2
2025
Q1 		$116M Buy
671,010
+125,584
+23% +$23.8M 9.94% 2
2024
Q4 		$104M Buy
545,426
+30,164
+6% +$5.81M 8.61% 2
2024
Q3 		$93.8M Buy
515,262
+57,686
+13% +$10.1M 8% 3
2024
Q2 		$77.2M Buy
457,576
+127,234
+39% +$21.5M 7.72% 3
2024
Q1 		$57.9M Buy
330,342
+19,002
+6% +$3.15M 6.22% 3
2023
Q4 		$51.2M Buy
311,340
+19,502
+7% +$2.87M 5.35% 5
2023
Q3 		$41.8M Buy
291,838
+22,320
+8% +$3.35M 5.02% 5
2023
Q2 		$40.1M Buy
269,518
+13,782
+5% +$1.93M 4.75% 5
2023
Q1 		$35.9M Buy
255,736
+12,151
+5% +$1.72M 4.9% 5
2022
Q4 		$32.4M Buy
243,585
+31,538
+15% +$4.27M 4.69% 5
2022
Q3 		$27M Buy
212,047
+28,007
+15% +$3.95M 4.61% 5
2022
Q2 		$24.1M Buy
184,040
+35,533
+24% +$5.17M 4.03% 5
2022
Q1 		$24.6M Buy
148,507
+27,821
+23% +$4.58M 4.59% 5
2021
Q4 		$22.1M Buy
120,686
+40,899
+51% +$7.69M 3.61% 6
2021
Q3 		$14.6M Buy
79,787
+18,166
+29% +$3.39M 3.23% 6
2021
Q2 		$11.6M Buy
61,621
+17,716
+40% +$3.24M 2.82% 8
2021
Q1 		$7.77M Buy
43,905
+23,171
+112% +$4.12M 2.12% 9
2020
Q4 		$3.42M Buy
20,734
+11,412
+122% +$1.69M 1.05% 14
2020
Q3 		$1.21M Buy
9,322
+8,209
+738% +$1.05M 0.42% 33
2020
Q2 		$132K Hold
1,113
– – 0.05% 177
2020
Q1 		$101K Buy
+1,113
New +$129K 0.05% 188
2019
Q2 		– Sell
-912
Closed -$105K – 852
2019
Q1 		$105K Sell
912
-548
-38% -$61.5K 0.03% 217
2018
Q4 		$146K Buy
1,460
+548
+60% +$60.1K 0.05% 166
2018
Q3 		$112K Hold
912
– – 0.04% 204
2018
Q2 		$107K Hold
912
– – 0.05% 218
2018
Q1 		$102K Hold
912
– – 0.06% 230
2017
Q4 		$102K Hold
912
– – 0.06% 218
2017
Q3 		$98K Hold
912
– – 0.06% 207
2017
Q2 		$93K Hold
912
– – 0.06% 211
2017
Q1 		$91K Sell
912
-17
-2% -$1.68K 0.05% 219
2016
Q4 		$89K Buy
929
+17
+2% +$1.57K 0.06% 232
2016
Q3 		$83K Hold
912
– – 0.06% 232
2016
Q2 		$78K Hold
912
– – 0.06% 224
2016
Q1 		$76K Sell
912
-843
-48% -$65.2K 0.06% 208
2015
Q4 		$147K Buy
+1,755
New +$150K 0.11% 141

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's VXF Position: Q1 2026 in Review

Plante Moran Financial Advisors increased its Vanguard Extended Market ETF (VXF) stake by 8.7% in Q1 2026, buying an estimated $14.2M and bringing the position to 830,772 shares worth $171M. The position accounts for 11.06% of the portfolio, ranked #2.

Plante Moran Financial Advisors first reported a position in VXF in Q4 2015 and has held it in 39 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Plante Moran Financial Advisors held 830,772 shares of Vanguard Extended Market ETF worth $171M as of Q1 2026.
  • Plante Moran Financial Advisors bought 66,200 Vanguard Extended Market ETF shares in Q1 2026, an estimated $14.2M.
  • Vanguard Extended Market ETF made up 11.06% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2015 and has held it in 39 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.