Plante Moran Financial Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), Plante Moran Financial Advisors, LLC reported 871 stock positions worth $1.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 54.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 8.0%) and Vanguard Extended Market ETF (VXF, 8.0%). Compared with Q2 2024, it opened 142 new positions, sold out of 60, added to 177 and reduced 138. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +20%) and the biggest sale iShares National Muni Bond E (MUB, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001424717
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0001424717-24-000009 ↗ filed Oct 30, 2024
Holdings Value
Holdings 871 stocks · $1.2B
| VOO Vanguard S&P 500 ETF | 53.99% | 1,199,671 | $633.0M | Add +20.2% |
| VEA Vanguard Ftse Developed ETF | 8.04% | 1,784,071 | $94.2M | Add +1.7% |
| VXF Vanguard Extended Market ETF | 8.00% | 515,262 | $93.8M | Add +12.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.73% | 166,289 | $43.8M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 3.49% | 376,580 | $40.9M | Reduce -5.4% |
| AAPL Apple Inc. | 2.01% | 101,307 | $23.6M | Add +2.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.36% | 79,518 | $16.0M | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 27,797 | $15.9M | Reduce -8.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.35% | 420,962 | $15.8M | Reduce -4.6% |
| MSFT Microsoft Corp. | 0.98% | 26,664 | $11.5M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.78% | 15,840 | $9.1M | Add +1.4% |
| PEP Pepsico Inc. | 0.72% | 49,401 | $8.4M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 14,227 | $6.5M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.42% | 23,333 | $4.9M | Add +53.5% |
| AMZN Amazon.com Inc. | 0.36% | 22,866 | $4.3M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 15,046 | $4.3M | Reduce -5.3% |
| NVDA Nvidia Corp. | 0.33% | 31,789 | $3.9M | Reduce -25.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 9,605 | $3.7M | Reduce -0.7% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 42,556 | $3.5M | Add +3.9% |
| SYK Stryker Corp. | 0.28% | 9,118 | $3.3M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.27% | 18,777 | $3.1M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.25% | 24,610 | $2.9M | Add +6.0% |
| JNJ Johnson & Johnson | 0.23% | 16,554 | $2.7M | Add +7.2% |
| MCD McDonald's Corp. | 0.23% | 8,691 | $2.6M | Reduce -9.8% |
| PG The Procter & Gamble Co. | 0.20% | 13,878 | $2.4M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.20% | 14,126 | $2.4M | Reduce -1.9% |
| AMGN Amgen Inc. | 0.20% | 7,261 | $2.3M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.20% | 6,107 | $2.3M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.19% | 11,478 | $2.3M | Add +0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 3 | $2.1M | No change |
| GNTX Gentex Corp. | 0.17% | 68,813 | $2.0M | Add +0.0% |
| DTE DTE Energy Company | 0.15% | 14,076 | $1.8M | Add +4.5% |
| META Meta Platforms Inc. Class A | 0.13% | 2,665 | $1.5M | Reduce -27.3% |
| LLY Eli Lilly & Co. | 0.12% | 1,646 | $1.5M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.12% | 16,900 | $1.4M | Reduce -9.9% |
| CVX Chevron Corp. | 0.12% | 9,577 | $1.4M | Reduce -6.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 6,310 | $1.4M | Add +19.2% |
| UNH Unitedhealth Group Inc. | 0.12% | 2,379 | $1.4M | Reduce -2.6% |
| HD Home Depot Inc. | 0.12% | 3,430 | $1.4M | Reduce -9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 2,818 | $1.4M | Add +0.2% |
| ABT Abbott Laboratories | 0.11% | 11,809 | $1.3M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.11% | 1,498 | $1.3M | Add +2.3% |
| PRF Invesco Rafi US 1000 ETF | 0.10% | 29,920 | $1.2M | No change |
| ORCL Oracle Corp. | 0.10% | 7,089 | $1.2M | Reduce -8.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 4,323 | $1.2M | No change |
| V Visa Inc. Class A | 0.09% | 4,041 | $1.1M | Reduce -39.5% |
| XLK SS Technology Select Sector | 0.09% | 4,532 | $1.0M | Add +1.6% |
| IWD iShares Russell 1000 Value E | 0.08% | 5,168 | $981K | Add +4.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.08% | 11,168 | $926K | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.07% | 4,355 | $859K | No change |
| NEE Nextera Energy Inc. | 0.07% | 10,108 | $854K | Add +4.7% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 7,221 | $845K | Reduce -16.3% |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 9,453 | $833K | Reduce -2.2% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 13,210 | $823K | Add +7.8% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 11,077 | $816K | No change |
| DHR Danaher Corp. | 0.07% | 2,820 | $784K | Reduce -5.0% |
| DFAT Dimensional US Target Value | 0.07% | 13,986 | $778K | No change |
| TILT NT Mstar US Ftilt ETF | 0.06% | 3,538 | $753K | No change |
| TD Toronto-Dominion Bank | 0.06% | 11,578 | $732K | No change |
| DFUV Dimensional US Marketwide Va | 0.06% | 17,487 | $729K | No change |
| ITOT iShares Core S&P Total U.S. | 0.06% | 5,753 | $723K | Add +13.8% |
| SCHX Schwab US Large-Cap ETF | 0.06% | 10,521 | $714K | Add +53.0% |
| PM Philip Morris International | 0.06% | 5,811 | $706K | Add +1.8% |
| SCHG Schwab US Large-Cap Growth | 0.06% | 6,714 | $700K | Add +24.5% |
| ADP Automatic Data Processing | 0.06% | 2,501 | $692K | No change |
| MAR Marriott International Class A | 0.06% | 2,726 | $678K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 6,972 | $671K | Reduce -1.3% |
| BF.B Brown-Forman Corp. Class B | 0.06% | 13,514 | $665K | Reduce -1.0% |
| AON Aon PLC Class A | 0.06% | 1,895 | $656K | Reduce -2.0% |
| BF.A Brown-Forman Corp. Class A | 0.06% | 13,404 | $644K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,174 | $629K | No change |
| CMS CMS Energy Corp. | 0.05% | 8,880 | $627K | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 0.05% | 1,096 | $624K | Reduce -34.0% |
| AMAT Applied Materials Inc. | 0.05% | 3,067 | $620K | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.05% | 3,554 | $613K | Reduce -14.2% |
| VGT Vanguard Info Tech ETF | 0.05% | 976 | $572K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.04% | 2,007 | $525K | Add +20.0% |
| CMA Comerica Inc. | 0.04% | 8,638 | $517K | Reduce -41.5% |
| BR Broadridge Financial Solutio | 0.04% | 2,301 | $495K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.04% | 3,535 | $493K | Add +1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 7,279 | $491K | Add +1.0% |
| IWM iShares Russell 2000 ETF | 0.04% | 2,201 | $486K | Reduce -14.0% |
| LOW Lowe's Cos Inc. | 0.04% | 1,772 | $480K | Add +751.9% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 4,957 | $475K | No change |
| TRV The Travelers Cos Inc. | 0.04% | 2,023 | $474K | Add +0.7% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 3,281 | $466K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 1,904 | $464K | No change |
| VYM Vanguard High DVD Yield ETF | 0.04% | 3,595 | $461K | No change |
| IWB iShares Russell 1000 ETF | 0.04% | 1,457 | $458K | Reduce -5.0% |
| ITW Illinois Tool Works | 0.04% | 1,721 | $451K | No change |
| AXP American Express Co. | 0.04% | 1,646 | $446K | Add +22.8% |
| CSCO Cisco Systems Inc. | 0.04% | 8,349 | $444K | Add +17.7% |
| SCHW Schwab (charles) Corp. | 0.04% | 6,726 | $436K | Reduce -4.2% |
| FSLR First Solar Inc. | 0.04% | 1,746 | $436K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 1,636 | $432K | No change |
| ARM Arm Holdings PLC-ADR | 0.04% | 2,958 | $423K | Add +18.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 3,564 | $419K | Reduce -0.8% |
| OLO Olo Inc. Class A | 0.04% | 82,784 | $411K | Reduce -2.9% |
| HON Honeywell International Inc. | 0.03% | 1,967 | $407K | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.03% | 800 | $395K | Add +1.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $743 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 25 | $743 | Reduce -75.0% |
Lines left out (2) · $74 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DPZ Domino's Pizza Inc. | COM | 0 | $71 |
| ENZL iShares MSCI New Zealand ETF | NEW ZEALAND ETF | 0 | $3 |
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: $1.2B.
Portfolio Sells Q2 2024 → Q3 2024
| MUB iShares National Muni Bond E | Reduce -5.4% | 3.49% | −0.75 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.6% | 3.73% | −0.44 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.8% | 1.36% | −0.30 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.6% | 1.35% | −0.20 |
| NVDA Nvidia Corp. | Reduce -25.2% | 0.33% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -80.4% | 0.03% | −0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.6% | 1.36% | −0.14 |
| PEP Pepsico Inc. | Reduce -0.4% | 0.72% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 0.36% | −0.08 |
| V Visa Inc. Class A | Reduce -39.5% | 0.09% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.27% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 0.20% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.3% | 0.36% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -82.4% | 0.01% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -27.3% | 0.13% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 0.31% | −0.05 |
| CVX Chevron Corp. | Reduce -6.5% | 0.12% | −0.04 |
| MMM 3M Co. | Reduce -68.9% | 0.02% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -34.0% | 0.05% | −0.04 |
| SYK Stryker Corp. | Reduce -0.7% | 0.28% | −0.03 |
| CMA Comerica Inc. | Reduce -41.5% | 0.04% | −0.03 |
| BA The Boeing Co. | Reduce -65.8% | 0.01% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.20% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 0.20% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -9.9% | 0.12% | −0.03 |
| CATC Cambridge Bancorp | Sold out | 0.00% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -0.8% | 0.05% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.3% | 0.07% | −0.02 |
| MCD McDonald's Corp. | Reduce -9.8% | 0.23% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -28.0% | 0.02% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -4.2% | 0.04% | −0.01 |
| AVGO Broadcom Inc. | Reduce -14.2% | 0.05% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.3% | 0.06% | −0.01 |
| TT Trane Technologies PLC | Reduce -57.5% | 0.01% | −0.01 |
| HD Home Depot Inc. | Reduce -9.8% | 0.12% | −0.01 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -42.3% | 0.01% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.8% | 0.08% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -35.2% | 0.02% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -4.3% | 0.02% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -14.0% | 0.04% | −0.01 |
| F Ford Motor Co. | Reduce -1.4% | 0.02% | −0.01 |
| BBEU JPMorgan Betabuilders Europe | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Reduce -42.3% | 0.01% | −0.01 |
| GLD SPDR Gold Shares | Reduce -16.7% | 0.03% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.3% | 0.05% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.03% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -18.9% | 0.02% | −0.01 |
| ADBE Adobe Inc. | Reduce -6.0% | 0.02% | −0.01 |
| DHR Danaher Corp. | Reduce -5.0% | 0.07% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.2% | 0.07% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| VOO Vanguard S&P 500 ETF | Add +20.2% | 53.99% | +4.07 |
| VXF Vanguard Extended Market ETF | Add +12.6% | 8.00% | +0.27 |
| JPM JPMorgan Chase & Co. | Add +53.5% | 0.42% | +0.11 |
| LOW Lowe's Cos Inc. | Add +751.9% | 0.04% | +0.04 |
| EVRG Evergy Inc. | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +19.2% | 0.12% | +0.03 |
| FTRB Fed Hermes TTL RTRN BND | New | 0.03% | +0.03 |
| AYI Acuity Inc. | New | 0.02% | +0.02 |
| EBC Eastern Bankshares Inc. | New | 0.02% | +0.02 |
| MFC Manulife Financial Corp. | Add +712.5% | 0.02% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +53.0% | 0.06% | +0.02 |
| ELV Elevance Health Inc. | Add +368.3% | 0.02% | +0.02 |
| TECK Teck Resources Ltd.-CLS B | New | 0.02% | +0.02 |
| VMC Vulcan Materials Co. | Add +1282.7% | 0.02% | +0.01 |
| KKR KKR & Co. Inc. | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +20.0% | 0.04% | +0.01 |
| AWI Armstrong World Industries | New | 0.01% | +0.01 |
| ENTG Entegris Inc. | Add +3762.5% | 0.01% | +0.01 |
| AER Aercap Holdings NV | New | 0.01% | +0.01 |
| ALSN Allison Transmission Holding | New | 0.01% | +0.01 |
| FIS Fidelity National Info Serv | New | 0.01% | +0.01 |
| LII Lennox International Inc. | New | 0.01% | +0.01 |
| CHDN Churchill Downs Inc. | New | 0.01% | +0.01 |
| OTIS Otis Worldwide Corp. | Add +451.8% | 0.01% | +0.01 |
| POST Post Holdings Inc. | New | 0.01% | +0.01 |
| CBRE CBRE Group Inc. Class A | New | 0.01% | +0.01 |
| STE Steris PLC | New | 0.01% | +0.01 |
| MTB M & T Bank Corp. | Add +195.5% | 0.01% | +0.01 |
| MC Moelis & Co. Class A | New | 0.01% | +0.01 |
| CCI Crown Castle Inc. | Add +1431.7% | 0.01% | +0.01 |
| POOL Pool Corp. | New | 0.01% | +0.01 |
| SGI Somnigroup International Inc. | Add +338.4% | 0.01% | +0.01 |
| APH Amphenol Corp. Class A | Add +313.3% | 0.01% | +0.01 |
| NKE Nike Inc. Class B | Add +66.2% | 0.02% | +0.01 |
| ATR Aptargroup Inc. | New | 0.01% | +0.01 |
| KEYS Keysight Technologies Inc. | Add +172.6% | 0.01% | +0.01 |
| FISV Fiserv Inc. | Add +159.7% | 0.01% | +0.01 |
| SWKS Skyworks Solutions Inc. | Add +567.3% | 0.01% | +0.01 |
| CPRT Copart Inc. | Add +176.6% | 0.01% | +0.01 |
| WAT Waters Corp. | New | 0.01% | +0.01 |
| AXP American Express Co. | Add +22.8% | 0.04% | +0.01 |
| MDT Medtronic PLC | Add +76.4% | 0.02% | +0.01 |
| NEU Newmarket Corp. | New | 0.01% | +0.01 |
| UNF Unifirst Corp. | New | 0.01% | +0.01 |
| HAS Hasbro Inc. | New | 0.01% | +0.01 |
| CGBL Cap Group Core Balanced | New | 0.01% | +0.01 |
| IUSV iShares Core S&P U.S. Value | New | 0.01% | +0.01 |
| CINF Cincinnati Financial Corp. | Add +51.6% | 0.02% | +0.01 |
| WTFC Wintrust Financial Corp. | Add +180.7% | 0.01% | +0.01 |
| ODFL Old Dominion Freight Line | New | 0.01% | +0.01 |
Notes & Other Activity Q2 2024 → Q3 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -75.0% | 25 | $743 |
| SCHK Schwab 1000 Index ETF | 1000 INDEX ETF | Sold out | 0 | $7before exit |
| IFLN Invesco Bloomberg Enhanced F | BLOO EN ANGE ETF | Sold out | 0 | $2before exit |
| QQQM Invesco Nasdaq 100 ETF | NASDAQ 100 ETF | Reduce -100.0% | 0 | $0 |
| HYLB Xtrackers Usd High Yield Cor | XTRACK USD HIGH | Sold out | 0 | $0before exit |
| HAUZ Xtrackers Intl Real Estate | XTRACK INTL REAL | Sold out | 0 | $0before exit |
| EMN Eastman Chemical Co. | COM | Sold out | 0 | $0before exit |
| GPK Graphic Packaging Holding Co. | COM | Sold out | 0 | $0before exit |
| PXH Inves Rafi Emer MRKT-Usd Inc. | RAFI EMRGNG MRKT | Sold out | 0 | $0before exit |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD | New | 0 | $0 |
| LAMR Lamar Advertising Co. Class A | CL A | Sold out | 0 | $0before exit |
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF | Sold out | 0 | $0before exit |
| EBND State Street SPDR Bloomberg | SST SPDR BLOOMBE | Sold out | 0 | $0before exit |
| SPSB SS SPDR P St C Corp. ETF | ST SHOR CORP ETF | Sold out | 0 | $0before exit |
| SPIP SS SPDR P Tips ETF | ST STR TIPS ETF | Sold out | 0 | $0before exit |
| SCHI Schwab 5-10 Year Corporate B | 5 10YR CORP BD | Sold out | 0 | $0before exit |
| SCHE Schwab Emrg Mrkts Eqty ETF | EMRG MKTEQ ETF | Sold out | 0 | $0before exit |
| FNDE Schwab Fndmntl Em MRK Eq ETF | FUND EM EQUI ETF | Sold out | 0 | $0before exit |
| SCHZ Schwab US Aggregate Bond ETF | US AGGREGATE B | Sold out | 0 | $0before exit |
| SCHH Schwab US REIT ETF | US REIT ETF | Sold out | 0 | $0before exit |
| SCHR Schwab Intermediate-Term US | INT-TRM U.S TRES | Sold out | 0 | $0before exit |
| SRE Sempra | COM | Sold out | 0 | $0before exit |
| MTN Vail Resorts Inc. | COM | Sold out | 0 | $0before exit |
| EMLC Vaneck JPM Em Local Curr BND | JP MRGAN EM LOC | Sold out | 0 | $0before exit |
| VMBS Vanguard Mortgage-Backed Sec | MTG-BKD SECS ETF | Sold out | 0 | $0before exit |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | New | 0 | $0 |
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 |