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

Founders Financial Alliance’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Buy
30
+5
+20% +$1.7K ﹤0.01% 685
2026
Q1 		$7.58K Buy
25
+3
+14% +$943 ﹤0.01% 656
2025
Q4 		$6.65K Sell
22
-13
-37% -$3.92K ﹤0.01% 537
2025
Q3 		$10.4K Hold
35
– – ﹤0.01% 604
2025
Q2 		$9.69K Sell
35
-3
-8% -$773 ﹤0.01% 460
2025
Q1 		$9.58K Hold
38
– – ﹤0.01% 530
2024
Q4 		$10.7K Sell
38
-33
-46% -$9.33K ﹤0.01% 476
2024
Q3 		$19K Hold
71
– – 0.01% 455
2024
Q2 		$17.8K Sell
71
-54
-43% -$13.5K 0.01% 444
2024
Q1 		$32.6K Buy
125
+87
+229% +$21.4K 0.01% 408
2023
Q4 		$9.2K Sell
38
-50
-57% -$10.9K ﹤0.01% 435
2023
Q3 		$18.9K Sell
88
-55
-38% -$12.5K 0.01% 387
2023
Q2 		$32.9K Hold
143
– – 0.01% 374
2023
Q1 		$31K Sell
143
-21
-13% -$4.54K 0.02% 342
2022
Q4 		$32.9K Hold
164
– – 0.02% 360
2022
Q3 		$32K Sell
164
-438
-73% -$94K 0.02% 357
2022
Q2 		$119K Buy
602
+438
+267% +$95K 0.06% 246
2022
Q1 		$41K Sell
164
-14
-8% -$3.45K 0.02% 337
2021
Q4 		$50K Hold
178
– – 0.02% 356
2021
Q3 		$50K Hold
178
– – 0.02% 331
2021
Q2 		$52K Buy
178
+154
+642% +$43.1K 0.02% 343
2021
Q1 		$7K Buy
24
+21
+700% +$5.92K ﹤0.01% 423
2020
Q4 		$1K Hold
3
– – ﹤0.01% 413
2020
Q3 		$1K Buy
+3
New +$634 ﹤0.01% 1323

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Founders Financial Alliance increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 20% in Q2 2026, buying an estimated $1.7K and bringing the position to 30 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Founders Financial Alliance first reported a position in VBK in Q3 2020 and has held it in 24 quarters since. The position peaked at $119K in Q2 2022. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Founders Financial Alliance held 30 shares of Vanguard Morningstar Small-Cap Growth ETF worth $11K as of Q2 2026.
  • Founders Financial Alliance bought 5 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #685 holding.
  • Founders Financial Alliance first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Morningstar Small-Cap Growth ETF position peaked at $119K in Q2 2022.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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