FFA
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Founders Financial Alliance’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Founders Financial Alliance’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Buy
1,403
+45
+3% +$10.5K 0.05% 315
2026
Q1 		$295K Buy
1,358
+1,055
+348% +$236K 0.05% 300
2025
Q4 		$64.2K Sell
303
-989
-77% -$207K 0.01% 415
2025
Q3 		$270K Buy
1,292
+989
+326% +$202K 0.05% 305
2025
Q2 		$59.1K Sell
303
-988
-77% -$183K 0.01% 378
2025
Q1 		$241K Buy
1,291
+757
+142% +$150K 0.06% 297
2024
Q4 		$106K Buy
534
+1
+0.2% +$205 0.03% 321
2024
Q3 		$107K Buy
533
+1
+0.2% +$192 0.03% 327
2024
Q2 		$97.1K Sell
532
-75
-12% -$13.9K 0.03% 320
2024
Q1 		$116K Buy
607
+75
+14% +$13.5K 0.04% 311
2023
Q4 		$95.7K Hold
532
– – 0.04% 293
2023
Q3 		$84.8K Hold
532
– – 0.04% 281
2023
Q2 		$88K Hold
532
– – 0.03% 302
2023
Q1 		$83.9K Sell
532
-16
-3% -$2.65K 0.04% 263
2022
Q4 		$87K Buy
548
+38
+7% +$6.05K 0.04% 277
2022
Q3 		$73K Sell
510
-775
-60% -$123K 0.04% 282
2022
Q2 		$193K Buy
1,285
+775
+152% +$127K 0.1% 208
2022
Q1 		$90K Sell
510
-2,037
-80% -$354K 0.04% 269
2021
Q4 		$455K Buy
2,547
+1
+0% +$178 0.18% 121
2021
Q3 		$430K Sell
2,546
-113
-4% -$19.3K 0.2% 116
2021
Q2 		$464K Buy
2,659
+288
+12% +$49.9K 0.21% 111
2021
Q1 		$405K Buy
2,371
+2,151
+978% +$339K 0.2% 114
2020
Q4 		$31K Hold
220
– – 0.02% 324
2020
Q3 		$26K Buy
+220
New +$24.7K 0.02% 516

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Founders Financial Alliance increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,403 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #315.

Founders Financial Alliance first reported a position in VBR in Q3 2020 and has held it in 24 quarters since. The position peaked at $464K in Q2 2021. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Founders Financial Alliance held 1,403 shares of Vanguard Morningstar Small-Cap Value ETF worth $341K as of Q2 2026.
  • Founders Financial Alliance bought 45 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #315 holding.
  • Founders Financial Alliance first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Morningstar Small-Cap Value ETF position peaked at $464K in Q2 2021.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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