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Founders Financial Alliance’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Founders Financial Alliance’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$760K Sell
9,438
-30
-0.3% -$2.33K 0.1% 189
2026
Q1 		$680K Sell
9,468
-1,120
-11% -$83.2K 0.12% 169
2025
Q4 		$768K Buy
10,588
+504
+5% +$36.7K 0.15% 139
2025
Q3 		$740K Sell
10,084
-120
-1% -$8.62K 0.14% 145
2025
Q2 		$714K Sell
10,204
-684
-6% -$44.9K 0.16% 132
2025
Q1 		$704K Buy
10,888
+5,212
+92% +$350K 0.17% 127
2024
Q4 		$375K Buy
5,676
+136
+2% +$9.23K 0.1% 187
2024
Q3 		$365K Sell
5,540
-328
-6% -$20.6K 0.1% 198
2024
Q2 		$355K Sell
5,868
-148
-2% -$8.99K 0.11% 190
2024
Q1 		$376K Buy
6,016
+708
+13% +$41.8K 0.11% 187
2023
Q4 		$309K Buy
5,308
+8
+0.2% +$427 0.12% 179
2023
Q3 		$276K Buy
5,300
+120
+2% +$6.58K 0.12% 184
2023
Q2 		$285K Buy
5,180
+2,628
+103% +$138K 0.11% 196
2023
Q1 		$135K Sell
2,552
-2,784
-52% -$148K 0.07% 231
2022
Q4 		$272K Buy
5,336
+28
+0.5% +$1.43K 0.12% 177
2022
Q3 		$249K Buy
5,308
+456
+9% +$23.8K 0.13% 179
2022
Q2 		$239K Sell
4,852
-444
-8% -$24K 0.12% 183
2022
Q1 		$315K Buy
5,296
+60
+1% +$3.52K 0.14% 151
2021
Q4 		$334K Hold
5,236
– – 0.13% 167
2021
Q3 		$309K Buy
5,236
+60
+1% +$3.63K 0.14% 157
2021
Q2 		$307K Buy
5,176
+16
+0.3% +$927 0.14% 168
2021
Q1 		$294K Buy
5,160
+8
+0.2% +$434 0.14% 166
2020
Q4 		$266K Buy
5,152
+24
+0.5% +$1.16K 0.15% 154
2020
Q3 		$231K Buy
+5,128
New +$223K 0.14% 138

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Founders Financial Alliance reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.32% in Q2 2026, selling an estimated $2.33K and leaving 9,438 shares worth $760K. The position accounts for 0.1% of the portfolio, ranked #189.

Founders Financial Alliance first reported a position in VO in Q3 2020 and has held it in 24 quarters since. The position peaked at $768K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Founders Financial Alliance held 9,438 shares of Vanguard Morningstar Mid-Cap ETF worth $760K as of Q2 2026.
  • Founders Financial Alliance sold 30 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.33K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of Founders Financial Alliance's portfolio in Q2 2026, its #189 holding.
  • Founders Financial Alliance first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Morningstar Mid-Cap ETF position peaked at $768K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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