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

Founders Financial Alliance’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$843K Buy
2,754
+2
+0.1% +$577 0.11% 174
2026
Q1 		$708K Sell
2,752
-165
-6% -$45.3K 0.13% 165
2025
Q4 		$814K Buy
2,917
+25
+0.9% +$7.16K 0.15% 130
2025
Q3 		$850K Buy
2,892
+59
+2% +$17K 0.16% 130
2025
Q2 		$806K Hold
2,833
– – 0.18% 118
2025
Q1 		$693K Buy
2,833
+147
+5% +$38.2K 0.17% 131
2024
Q4 		$682K Buy
2,686
+2,631
+4,784% +$677K 0.19% 114
2024
Q3 		$13.4K Hold
55
– – ﹤0.01% 473
2024
Q2 		$12.6K Sell
55
-58
-51% -$13.3K ﹤0.01% 461
2024
Q1 		$26.6K Buy
113
+93
+465% +$20.8K 0.01% 425
2023
Q4 		$4.39K Hold
20
– – ﹤0.01% 467
2023
Q3 		$3.9K Hold
20
– – ﹤0.01% 452
2023
Q2 		$4.12K Hold
20
– – ﹤0.01% 479
2023
Q1 		$3.9K Hold
20
– – ﹤0.01% 432
2022
Q4 		$3.6K Hold
20
– – ﹤0.01% 455
2022
Q3 		$3K Sell
20
-951
-98% -$180K ﹤0.01% 456
2022
Q2 		$170K Buy
971
+951
+4,755% +$184K 0.09% 220
2022
Q1 		$4K Hold
20
– – ﹤0.01% 419
2021
Q4 		$5K Hold
20
– – ﹤0.01% 457
2021
Q3 		$5K Hold
20
– – ﹤0.01% 429
2021
Q2 		$5K Hold
20
– – ﹤0.01% 449
2021
Q1 		$4K Hold
20
– – ﹤0.01% 436
2020
Q4 		$4K Hold
20
– – ﹤0.01% 396
2020
Q3 		$4K Buy
+20
New +$3.53K ﹤0.01% 1090

Other funds holding VOT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Founders Financial Alliance increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.07% in Q2 2026, buying an estimated $577 and bringing the position to 2,754 shares worth $843K. The position accounts for 0.11% of the portfolio, ranked #174.

Founders Financial Alliance first reported a position in VOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $850K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Founders Financial Alliance held 2,754 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $843K as of Q2 2026.
  • Founders Financial Alliance bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Founders Financial Alliance's portfolio in Q2 2026, its #174 holding.
  • Founders Financial Alliance first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $850K in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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