Plante Moran Financial Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Plante Moran Financial Advisors, LLC reported 840 stock positions worth $930.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 47.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.5%) and Vanguard Extended Market ETF (VXF, 6.2%). Compared with Q4 2023, it opened 125 new positions, sold out of 103, added to 156 and reduced 216. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +5%) and the biggest sale Pepsico (PEP, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001424717
- Portfolio Value
- $930.7M (Q1 2024)
- SEC Filing
- 0001424717-24-000005 ↗ filed May 9, 2024
Holdings Value
Holdings 840 stocks · $930.7M
| VOO Vanguard S&P 500 ETF | 47.46% | 918,889 | $441.7M | Add +5.0% |
| VEA Vanguard Ftse Developed ETF | 10.46% | 1,939,846 | $97.3M | Add +7.8% |
| VXF Vanguard Extended Market ETF | 6.22% | 330,342 | $57.9M | Add +6.1% |
| MUB iShares National Muni Bond E | 4.91% | 424,799 | $45.7M | Reduce -12.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.29% | 166,576 | $39.9M | Reduce -1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.94% | 504,372 | $18.1M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.74% | 30,936 | $16.2M | Add +1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.71% | 83,011 | $15.9M | Reduce -10.7% |
| AAPL Apple Inc. | 1.70% | 92,420 | $15.8M | Reduce -4.4% |
| MSFT Microsoft Corp. | 1.16% | 25,590 | $10.8M | Reduce -3.9% |
| PEP Pepsico Inc. | 0.93% | 49,661 | $8.7M | Reduce -86.7% |
| IVV iShares Core S&P 500 ETF | 0.86% | 15,177 | $8.0M | Add +14.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 14,035 | $5.9M | Add +5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 15,616 | $4.1M | Reduce -5.0% |
| NVDA Nvidia Corp. | 0.43% | 4,389 | $4.0M | Reduce -24.9% |
| AMZN Amazon.com Inc. | 0.40% | 20,776 | $3.7M | Reduce -3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 9,723 | $3.3M | Reduce -9.7% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 40,348 | $3.3M | Reduce -3.5% |
| SYK Stryker Corp. | 0.35% | 9,123 | $3.3M | Reduce -91.3% |
| JPM JPMorgan Chase & Co. | 0.32% | 14,729 | $3.0M | Reduce -13.6% |
| MCD McDonald's Corp. | 0.29% | 9,542 | $2.7M | Reduce -4.0% |
| XOM Exxon Mobil Corp. | 0.28% | 22,460 | $2.6M | Reduce -7.8% |
| GOOGL Alphabet Inc. Class A | 0.27% | 16,893 | $2.5M | Reduce -2.7% |
| GNTX Gentex Corp. | 0.27% | 68,800 | $2.5M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.26% | 14,802 | $2.4M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.24% | 6,609 | $2.2M | Add +8.4% |
| JNJ Johnson & Johnson | 0.23% | 13,728 | $2.2M | Add +5.4% |
| GOOG Alphabet Inc. Class C | 0.22% | 13,575 | $2.1M | Reduce -2.7% |
| ABBV Abbvie Inc. | 0.22% | 11,340 | $2.1M | Reduce -11.1% |
| AMGN Amgen Inc. | 0.22% | 7,258 | $2.1M | Reduce -3.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 3 | $1.9M | No change |
| MRK Merck & Co. Inc. | 0.20% | 14,179 | $1.9M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.20% | 22,750 | $1.8M | Reduce -1.2% |
| CVX Chevron Corp. | 0.17% | 10,303 | $1.6M | Add +0.8% |
| DTE DTE Energy Company | 0.17% | 14,281 | $1.6M | Reduce -0.6% |
| HD Home Depot Inc. | 0.15% | 3,709 | $1.4M | Reduce -21.1% |
| ABT Abbott Laboratories | 0.14% | 11,547 | $1.3M | Add +0.6% |
| IWR iShares Russell Mid-Cap ETF | 0.13% | 14,921 | $1.3M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 0.13% | 2,550 | $1.2M | Reduce -14.5% |
| LLY Eli Lilly & Co. | 0.13% | 1,540 | $1.2M | Reduce -11.5% |
| UNH Unitedhealth Group Inc. | 0.13% | 2,399 | $1.2M | Reduce -2.8% |
| IWD iShares Russell 1000 Value E | 0.13% | 6,592 | $1.2M | No change |
| PRF Invesco Rafi US 1000 ETF | 0.12% | 29,920 | $1.2M | Add +7.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 4,367 | $1.1M | Reduce -2.2% |
| XLK SS Technology Select Sector | 0.12% | 5,270 | $1.1M | Add +74.0% |
| COST Costco Wholesale Corp. | 0.11% | 1,451 | $1.1M | Reduce -0.3% |
| V Visa Inc. Class A | 0.11% | 3,754 | $1.0M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 5,293 | $1.0M | Add +12.8% |
| ORCL Oracle Corp. | 0.11% | 7,938 | $997K | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 2,207 | $980K | Reduce -15.3% |
| IVE iShares S&P 500 Value ETF | 0.10% | 5,002 | $934K | Add +8.3% |
| AVGO Broadcom Inc. | 0.10% | 684 | $907K | Add +131.9% |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,471 | $817K | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.09% | 7,346 | $812K | Reduce -0.6% |
| AGG iShares Core U.S. Aggregate | 0.09% | 8,175 | $801K | Add +47.5% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 13,190 | $801K | Add +17.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.09% | 10,843 | $793K | Reduce -0.9% |
| DFAT Dimensional US Target Value | 0.08% | 13,986 | $761K | No change |
| MDLZ Mondelez International Inc. Class A | 0.08% | 10,866 | $761K | Add +0.6% |
| DHR Danaher Corp. | 0.08% | 2,961 | $739K | Add +2.6% |
| BF.B Brown-Forman Corp. Class B | 0.08% | 14,254 | $736K | Reduce -2.7% |
| DFUV Dimensional US Marketwide Va | 0.08% | 17,487 | $715K | No change |
| BF.A Brown-Forman Corp. Class A | 0.08% | 13,404 | $710K | No change |
| TILT NT Mstar US Ftilt ETF | 0.08% | 3,538 | $702K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 5,725 | $701K | Reduce -15.2% |
| TD Toronto-Dominion Bank | 0.08% | 11,578 | $699K | No change |
| MAR Marriott International Class A | 0.07% | 2,730 | $689K | Reduce -16.9% |
| ADP Automatic Data Processing | 0.07% | 2,628 | $656K | Reduce -19.2% |
| AON Aon PLC Class A | 0.07% | 1,934 | $645K | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.07% | 3,054 | $642K | Reduce -2.6% |
| AMAT Applied Materials Inc. | 0.07% | 3,028 | $624K | Reduce -25.3% |
| MMM 3M Co. | 0.06% | 5,662 | $601K | Add +136.9% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 3,267 | $597K | Reduce -8.0% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 6,908 | $583K | Add +16.1% |
| NEE Nextera Energy Inc. | 0.06% | 8,892 | $568K | Add +6.4% |
| GLD SPDR Gold Shares | 0.06% | 2,712 | $558K | Add +158.0% |
| CMS CMS Energy Corp. | 0.06% | 8,911 | $538K | Add +0.8% |
| PM Philip Morris International | 0.06% | 5,708 | $523K | Reduce -3.8% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 4,450 | $513K | Reduce -13.1% |
| SCHW Schwab (charles) Corp. | 0.05% | 7,024 | $508K | Add +2.4% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.05% | 38,158 | $507K | Reduce -6.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.05% | 3,611 | $472K | No change |
| BR Broadridge Financial Solutio | 0.05% | 2,301 | $471K | Add +5.7% |
| OLO Olo Inc. Class A | 0.05% | 85,284 | $468K | Reduce -9.6% |
| TRV The Travelers Cos Inc. | 0.05% | 2,030 | $467K | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 1,864 | $466K | Add +69.5% |
| ITW Illinois Tool Works | 0.05% | 1,733 | $465K | Reduce -0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 1,931 | $455K | Reduce -55.2% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 3,427 | $450K | Add +4.5% |
| IWB iShares Russell 1000 ETF | 0.05% | 1,534 | $442K | No change |
| COP Conocophillips | 0.05% | 3,462 | $441K | Reduce -2.6% |
| HON Honeywell International Inc. | 0.05% | 2,128 | $437K | Reduce -21.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 7,018 | $432K | Reduce -12.7% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 6,924 | $430K | Add +1.0% |
| BA The Boeing Co. | 0.05% | 2,224 | $429K | Reduce -9.9% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 5,014 | $401K | No change |
| VYM Vanguard High DVD Yield ETF | 0.04% | 3,251 | $393K | Reduce -11.1% |
| WFC Wells Fargo & Co. | 0.04% | 6,722 | $390K | Reduce -1.0% |
| NSC Norfolk Southern Corp. | 0.04% | 1,524 | $388K | Reduce -1.8% |
| UNP Union Pacific Corp. | 0.04% | 1,529 | $376K | Add +8.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 25 | $1K | No change |
Lines left out (2) · $83 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DPZ Domino's Pizza Inc. | COM | 0 | $81 |
| ENZL iShares MSCI New Zealand ETF | NEW ZEALAND ETF | 0 | $2 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $930.7M.
Portfolio Sells Q4 2023 → Q1 2024
| PEP Pepsico Inc. | Reduce -86.7% | 0.93% | −5.69 |
| SYK Stryker Corp. | Reduce -91.3% | 0.35% | −2.94 |
| YUM Yum! Brands Inc. | Reduce -99.1% | 0.02% | −1.99 |
| YUMC Yum China Holdings Inc. | Reduce -99.1% | 0.01% | −0.64 |
| MUB iShares National Muni Bond E | Reduce -12.4% | 4.91% | −0.58 |
| NOC Northrop Grumman Corp. | Reduce -99.7% | 0.00% | −0.35 |
| AAPL Apple Inc. | Reduce -4.4% | 1.70% | −0.24 |
| CTAS Cintas Corp. | Reduce -93.9% | 0.00% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -55.2% | 0.05% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.7% | 1.71% | −0.04 |
| BX Blackstone Inc. | Reduce -78.7% | 0.01% | −0.03 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -49.2% | 0.04% | −0.02 |
| DRI Darden Restaurants Inc. | Reduce -58.9% | 0.02% | −0.02 |
| C Citigroup Inc. | Reduce -95.8% | 0.00% | −0.02 |
| BA The Boeing Co. | Reduce -9.9% | 0.05% | −0.02 |
| SBUX Starbucks Corp. | Reduce -54.3% | 0.02% | −0.02 |
| HAL Halliburton Co. | Reduce -83.5% | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -4.0% | 0.29% | −0.02 |
| MO Altria Group Inc. | Reduce -65.7% | 0.01% | −0.02 |
| HD Home Depot Inc. | Reduce -21.1% | 0.15% | −0.02 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -27.9% | 0.03% | −0.02 |
| PFE Pfizer Inc. | Reduce -30.6% | 0.03% | −0.02 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -21.7% | 0.05% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -77.0% | 0.00% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -97.7% | 0.00% | −0.01 |
| WTFC Wintrust Financial Corp. | Reduce -76.8% | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -63.3% | 0.01% | −0.01 |
| NOW ServiceNow Inc. | Reduce -38.6% | 0.02% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -29.4% | 0.04% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -76.8% | 0.00% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -93.4% | 0.00% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -41.4% | 0.02% | −0.01 |
| ADP Automatic Data Processing | Reduce -19.2% | 0.07% | −0.01 |
| BF.B Brown-Forman Corp. Class B | Reduce -2.7% | 0.08% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -2.8% | 0.13% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -61.2% | 0.01% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.3% | 0.11% | −0.01 |
| OLO Olo Inc. Class A | Reduce -9.6% | 0.05% | −0.01 |
| CMA Comerica Inc. | Reduce -18.2% | 0.03% | −0.01 |
| NCLH Norwegian Cruise Line Holdin | Reduce -58.0% | 0.00% | −0.01 |
| INTC Intel Corp. | Reduce -4.4% | 0.04% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -32.6% | 0.01% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -7.1% | 0.01% | −0.01 |
| PAYX Paychex Inc. | Reduce -60.0% | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -24.8% | 0.02% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Reduce -2.2% | 0.03% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| VOO Vanguard S&P 500 ETF | Add +5.0% | 47.46% | +7.52 |
| VEA Vanguard Ftse Developed ETF | Add +7.8% | 10.46% | +1.45 |
| VXF Vanguard Extended Market ETF | Add +6.1% | 6.22% | +0.87 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 1.74% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +14.4% | 0.86% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.0% | 0.63% | +0.14 |
| AVGO Broadcom Inc. | Add +131.9% | 0.10% | +0.06 |
| XLK SS Technology Select Sector | Add +74.0% | 0.12% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +8.4% | 0.24% | +0.05 |
| GLD SPDR Gold Shares | Add +158.0% | 0.06% | +0.04 |
| RPG Invesco S&P 500 Pure Growth | New | 0.04% | +0.04 |
| MMM 3M Co. | Add +136.9% | 0.06% | +0.04 |
| PG The Procter & Gamble Co. | Add +0.8% | 0.26% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +354.1% | 0.04% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +47.5% | 0.09% | +0.03 |
| IBM Intl Business Machines Corp. | Add +12.8% | 0.11% | +0.03 |
| CGGR Cap Group Growth Equity | New | 0.03% | +0.03 |
| FMB First Trust Managed Municipa | New | 0.03% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +131.8% | 0.04% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +69.5% | 0.05% | +0.02 |
| DENN Denny's Corp. | New | 0.02% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +17.1% | 0.09% | +0.02 |
| PRF Invesco Rafi US 1000 ETF | Add +7.0% | 0.12% | +0.02 |
| XLF SS Financial Select Sector | Add +239.0% | 0.03% | +0.02 |
| JNJ Johnson & Johnson | Add +5.4% | 0.23% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +150.1% | 0.03% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +8.3% | 0.10% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +16.1% | 0.06% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +63.8% | 0.04% | +0.02 |
| CVX Chevron Corp. | Add +0.8% | 0.17% | +0.02 |
| ECL Ecolab Inc. | Add +0.0% | 0.01% | +0.01 |
| VHT Vanguard Health Care ETF | Add +39.0% | 0.03% | +0.01 |
| TRV The Travelers Cos Inc. | Add +1.1% | 0.05% | +0.01 |
| USOI UBS AG Etr CR Oil Shar Cov | New | 0.01% | +0.01 |
| GSLC Goldman Activebeta US LC ETF | New | 0.01% | +0.01 |
| DHR Danaher Corp. | Add +2.6% | 0.08% | +0.01 |
| GWW WW Grainger Inc. | Add +22.6% | 0.03% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.09% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.01% | +0.01 |
| CVS CVS Health Corp. | Add +38.1% | 0.03% | +0.01 |
| DFAX Dimensional World Ex US Core | New | 0.01% | +0.01 |
| ABT Abbott Laboratories | Add +0.6% | 0.14% | +0.01 |
| KO The Coca-Cola Co. | Add +32.8% | 0.03% | +0.01 |
| RTX RTX Corp. | Add +13.3% | 0.03% | +0.01 |
| XLV SS Health Care Select Sector | Add +26.0% | 0.03% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +768.4% | 0.01% | +0.01 |
| MBB iShares MBS ETF | Add +900.0% | 0.01% | +0.01 |
| WEX Wex Inc. | New | 0.01% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +8.7% | 0.03% | +0.01 |
| NEE Nextera Energy Inc. | Add +6.4% | 0.06% | +0.01 |
Notes & Other Activity Q4 2023 → Q1 2024
| NTES Netease Inc.-ADR | SPONSORED ADS | Reduce -100.0% | 0 | $0 |
| AIT Applied Industrial Tech Inc. | COM | Sold out | 0 | $0before exit |
| BBY Best Buy Co. Inc. | COM | Sold out | 0 | $0before exit |
| BLDR Builders Firstsource Inc. | COM | Sold out | 0 | $0before exit |
| CHRW C.H. Robinson Worldwide Inc. | COM NEW | New | 0 | $0 |
| CPT Camden Property Trust | SH BEN INT | Sold out | 0 | $0before exit |
| EMN Eastman Chemical Co. | COM | Sold out | 0 | $0before exit |
| FTA First Trust L C Val Alp | COM SHS | Sold out | 0 | $0before exit |
| FV First Trust DW Focus 5 Fund | DORSEY WRT 5 ETF | Sold out | 0 | $0before exit |
| FIXD First Trust Smith Opportunis | SMITH OPPORT FXD | New | 0 | $0 |
| HFRO Highland Opport & Income | HIGHLAND INCOME | Sold out | 0 | $0before exit |
| IRM Iron Mountain Inc. | COM | Sold out | 0 | $0before exit |
| MAA Mid-America Apartment Comm | COM | Sold out | 0 | $0before exit |
| PPL PPL Corp. | COM | Sold out | 0 | $0before exit |
| PNFP Pinnacle Financial Partners | COM | Sold out | 0 | $0before exit |
| ROST Ross Stores Inc. | COM | Sold out | 0 | $0before exit |
| SPGI S&P Global Inc. | COM | Sold out | 0 | $0before exit |
| SRE Sempra | COM | Sold out | 0 | $0before exit |
| TXT Textron Inc. | COM | Sold out | 0 | $0before exit |
| NTG Tortoise Midstream Energy | COM | Sold out | 0 | $0before exit |
| VICI Vici Properties Inc. | COM | Sold out | 0 | $0before exit |
| UP Wheels Up Experience Inc. | COM CL A | Sold out | 0 | $0before exit |
| GRMN Garmin Ltd. | SHS | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,589 | $2.1B | VOO, VXF, IWP, VEA, AVUV |
| Q1 2026 | 717 | $1.5B | VOO, VXF, VEA, VV, VBR |
| Q4 2025 | 806 | $1.6B | VOO, VXF, VEA, VV, VBR |
| Q3 2025 | 782 | $1.6B | VOO, VXF, VEA, VV, MUB |
| Q2 2025 | 770 | $1.4B | VOO, VXF, VEA, VV, MUB |
| Q1 2025 | 789 | $1.2B | VOO, VXF, VEA, VV, MUB |
| Q4 2024 | 900 | $1.2B | VOO, VXF, VEA, VV, MUB |
| Q3 2024 | 871 | $1.2B | VOO, VEA, VXF, VV, MUB |
| Q2 2024 | 783 | $1.0B | VOO, VEA, VXF, MUB, VV |
| Q1 2024 | 840 | $930.7M | VOO, VEA, VXF, MUB, VV |