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Plante Moran Financial Advisors, LLC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plante Moran Financial Advisors, LLC on VBR, newest first. How the timeline and the estimate are built.

Plante Moran Financial Advisors, LLC held 116,033 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,033 shares
    Change vs previous 13F -14,743 shares

    1.31% of the 13F portfolio, value $28,194,784.

    13F-HR 0001424717-26-000009 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 130,776 shares
    Change vs previous 13F -5,992 shares

    1.84% of the 13F portfolio, value $28,411,005.

    13F-HR 0001424717-26-000005 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 136,768 shares
    Change vs previous 13F +18,336 shares

    1.83% of the 13F portfolio, value $28,966,030.

    13F-HR 0001424717-26-000003 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 118,432 shares
    Change vs previous 13F +3,429 shares

    1.55% of the 13F portfolio, value $24,718,012.

    13F-HR 0001424717-25-000013 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 115,003 shares
    Change vs previous 13F +37,858 shares

    1.58% of the 13F portfolio, value $22,426,667.

    13F-HR 0001424717-25-000008 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 77,145 shares
    Change vs previous 13F -600 shares

    1.24% of the 13F portfolio, value $14,371,329.

    13F-HR 0001424717-25-000006 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,745 shares
    Change vs previous 13F -1,773 shares

    1.28% of the 13F portfolio, value $15,407,574.

    13F-HR 0001424717-25-000003 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 79,518 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $15,965,548.

    13F-HR 0001424717-24-000009 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).