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Founders Financial Alliance’s Vanguard 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's VOE Position: Q1 2026 in Review

Founders Financial Alliance reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 5.6% in Q1 2026, selling an estimated $48.8K and leaving 4,436 shares worth $817K. The position accounts for 0.15% of the portfolio, ranked #145.

Founders Financial Alliance first reported a position in VOE in Q3 2020 and has held it in 23 quarters since. The position peaked at $833K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Founders Financial Alliance held 4,436 shares of Vanguard Mid-Cap Value ETF worth $817K as of Q1 2026.
  • Founders Financial Alliance sold 261 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $48.8K.
  • Vanguard Mid-Cap Value ETF made up 0.15% of Founders Financial Alliance's portfolio in Q1 2026, its #145 holding.
  • Founders Financial Alliance first reported a position in Vanguard Mid-Cap Value ETF in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Vanguard Mid-Cap Value ETF position peaked at $833K in Q4 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.