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Founders Financial Alliance’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Founders Financial Alliance’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Sell
4,273
-845
-17% -$242K 0.17% 120
2026
Q1 		$1.34M Sell
5,118
-162
-3% -$43.8K 0.24% 101
2025
Q4 		$1.36M Sell
5,280
-296
-5% -$75.8K 0.26% 95
2025
Q3 		$1.42M Sell
5,576
-116
-2% -$28.8K 0.27% 87
2025
Q2 		$1.35M Sell
5,692
-170
-3% -$37.9K 0.31% 80
2025
Q1 		$1.3M Buy
5,862
+799
+16% +$191K 0.32% 76
2024
Q4 		$1.22M Sell
5,063
-53
-1% -$13K 0.33% 67
2024
Q3 		$1.21M Sell
5,116
-178
-3% -$40.4K 0.34% 70
2024
Q2 		$1.15M Sell
5,294
-136
-3% -$29.9K 0.34% 66
2024
Q1 		$1.24M Buy
5,430
+649
+14% +$140K 0.37% 66
2023
Q4 		$1.02M Sell
4,781
-14
-0.3% -$2.7K 0.4% 56
2023
Q3 		$907K Sell
4,795
-6
-0.1% -$1.2K 0.4% 56
2023
Q2 		$955K Hold
4,801
– – 0.38% 61
2023
Q1 		$910K Sell
4,801
-203
-4% -$39.4K 0.45% 58
2022
Q4 		$919K Sell
5,004
-510
-9% -$94.5K 0.42% 62
2022
Q3 		$942K Buy
5,514
+39
+0.7% +$7.36K 0.48% 56
2022
Q2 		$964K Sell
5,475
-1,357
-20% -$262K 0.49% 50
2022
Q1 		$1.45M Sell
6,832
-27
-0.4% -$5.68K 0.65% 36
2021
Q4 		$1.55M Sell
6,859
-11
-0.2% -$2.5K 0.62% 35
2021
Q3 		$1.5M Buy
6,870
+97
+1% +$21.6K 0.7% 31
2021
Q2 		$1.53M Buy
6,773
+49
+0.7% +$10.9K 0.69% 32
2021
Q1 		$1.45M Buy
6,724
+191
+3% +$40.2K 0.72% 31
2020
Q4 		$1.28M Sell
6,533
-363
-5% -$64K 0.72% 34
2020
Q3 		$1.08M Buy
+6,896
New +$1.06M 0.65% 32

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Founders Financial Alliance's VB Position: Q2 2026 in Review

Founders Financial Alliance reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, selling an estimated $242K and leaving 4,273 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #120.

Founders Financial Alliance first reported a position in VB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.55M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Founders Financial Alliance held 4,273 shares of Vanguard Morningstar Small-Cap ETF worth $1.3M as of Q2 2026.
  • Founders Financial Alliance sold 845 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $242K.
  • Vanguard Morningstar Small-Cap ETF made up 0.17% of Founders Financial Alliance's portfolio in Q2 2026, its #120 holding.
  • Founders Financial Alliance first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Morningstar Small-Cap ETF position peaked at $1.55M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.