Plante Moran Financial Advisors, LLC VXF Vanguard Extended Market ETF

Ownership history in Plante Moran Financial Advisors, LLC  ·  39 quarters on record

AI Ownership Summary

Plante Moran Financial Advisors, LLC reported Vanguard Extended Market ETF (VXF) in 39 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 11.06% in 2026 Q1. The latest visible filing shows VXF at 11.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plante Moran Financial Advisors, LLC's position in Vanguard Extended Market ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VXF was reported at 11.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Plante Moran Financial Advisors, LLC held VXF — position size vs. price
% of Fund (quarterly)    VXF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 830,772 +66,200 +8.7% 11.06% $171.0M 2026-05-05 $228.75
2025 Q4 ADDED 764,572 +31,142 +4.2% 10.12% $159.9M 2026-02-05 $209.41
2025 Q3 ADDED 733,430 +25,548 +3.6% 9.65% $153.5M 2025-11-05 $207.51
2025 Q2 ADDED 707,882 +36,872 +5.5% 9.58% $136.4M 2025-08-05 $194.82
2025 Q1 ADDED 671,010 +125,584 +23.0% 9.94% $115.6M 2025-05-08 $174.88
2024 Q4 ADDED 545,426 +30,164 +5.9% 8.61% $103.6M 2025-02-05 $197.36
2024 Q3 ADDED 515,262 +57,686 +12.6% 8.00% $93.8M 2024-10-30 $181.92
2024 Q2 ADDED 457,576 +127,234 +38.5% 7.72% $77.2M 2024-08-12 $163.42
2024 Q1 ADDED 330,342 +19,002 +6.1% 6.22% $57.9M 2024-05-09 $166.76
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Plante Moran Financial Advisors, LLC and VXF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Plante Moran Financial Advisors, LLC reported owning VXF?

Plante Moran Financial Advisors, LLC reported VXF across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VXF position in Plante Moran Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for VXF was 11.06% in 2026 Q1.

What is the latest reported VXF position on this page?

The most recent filing on this page is 2026 Q1, when Plante Moran Financial Advisors, LLC reported 830,772 shares, equal to 11.06% of portfolio, with an estimated market value of $171.0M.

What does the chart on this VXF ownership page compare?

The chart compares Plante Moran Financial Advisors, LLC's quarterly VXF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Plante Moran Financial Advisors, LLC time their VXF position?

Based on 13F filing dates vs. subsequent VXF price moves, Plante Moran Financial Advisors, LLC correctly timed 19 out of 29 reported position changes (66%). The annualised alpha on VXF relative to SPY over the holding period was -2.4%.

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