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

Founders Financial Alliance’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$878K	Buy	4,444 +8	+0.2%	+$1.55K	0.12%	166
2026 Q1	$817K	Sell	4,436 -261	-6%	-$48.8K	0.15%	145
2025 Q4	$833K	Buy	4,697 +21	+0.4%	+$3.67K	0.16%	127
2025 Q3	$816K	Sell	4,676 -224	-5%	-$38.1K	0.15%	135
2025 Q2	$806K	Hold	4,900	–	–	0.18%	117
2025 Q1	$787K	Buy	4,900 +236	+5%	+$38.6K	0.19%	112
2024 Q4	$755K	Buy	4,664 +4,227	+967%	+$713K	0.21%	103
2024 Q3	$73.3K	Hold	437	–	–	0.02%	361
2024 Q2	$65.7K	Hold	437	–	–	0.02%	353
2024 Q1	$68.1K	Hold	437	–	–	0.02%	356
2023 Q4	$63.4K	Hold	437	–	–	0.02%	322
2023 Q3	$57.2K	Hold	437	–	–	0.03%	310
2023 Q2	$60.5K	Sell	437 -365	-46%	-$48.7K	0.02%	330
2023 Q1	$108K	Hold	802	–	–	0.05%	249
2022 Q4	$108K	Hold	802	–	–	0.05%	261
2022 Q3	$98K	Sell	802 -1,246	-61%	-$169K	0.05%	258
2022 Q2	$265K	Buy	2,048 +1,246	+155%	+$176K	0.13%	168
2022 Q1	$120K	Hold	802	–	–	0.05%	251
2021 Q4	$121K	Hold	802	–	–	0.05%	284
2021 Q3	$112K	Hold	802	–	–	0.05%	270
2021 Q2	$113K	Hold	802	–	–	0.05%	281
2021 Q1	$113K	Hold	802	–	–	0.06%	262
2020 Q4	$95K	Hold	802	–	–	0.05%	248
2020 Q3	$82K	Buy	+802	New	+$81.2K	0.05%	298

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Founders Financial Alliance increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.18% in Q2 2026, buying an estimated $1.55K and bringing the position to 4,444 shares worth $878K. The position accounts for 0.12% of the portfolio, ranked #166.

Founders Financial Alliance first reported a position in VOE in Q3 2020 and has held it in 24 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Founders Financial Alliance held 4,444 shares of Vanguard Morningstar Mid-Cap Value ETF worth $878K as of Q2 2026.
Founders Financial Alliance bought 8 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.55K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Founders Financial Alliance's portfolio in Q2 2026, its #166 holding.
Founders Financial Alliance first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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