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Plante Moran Financial Advisors, LLC: VXF position timeline

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

Plante Moran Financial Advisors, LLC held 1,002,829 VXF 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 1,002,829 shares
    Change vs previous 13F +172,057 shares

    11.49% of the 13F portfolio, value $246,906,453.

    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 830,772 shares
    Change vs previous 13F +66,200 shares

    11.06% of the 13F portfolio, value $170,972,880.

    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 764,572 shares
    Change vs previous 13F +31,142 shares

    10.12% of the 13F portfolio, value $159,887,316.

    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 733,430 shares
    Change vs previous 13F +25,548 shares

    9.65% of the 13F portfolio, value $153,536,184.

    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 707,882 shares
    Change vs previous 13F +36,872 shares

    9.58% of the 13F portfolio, value $136,413,736.

    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 671,010 shares
    Change vs previous 13F +125,584 shares

    9.94% of the 13F portfolio, value $115,588,307.

    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 545,426 shares
    Change vs previous 13F +30,164 shares

    8.61% of the 13F portfolio, value $103,620,272.

    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 515,262 shares
    Change vs previous 13F not available

    8% of the 13F portfolio, value $93,772,225.

    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).