FFA
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Founders Financial Alliance’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Founders Financial Alliance’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Buy
6,492
+986
+18% +$353K 0.32% 74
2026
Q1 		$1.77M Buy
5,506
+271
+5% +$90.9K 0.32% 73
2025
Q4 		$1.76M Sell
5,235
-228
-4% -$75.8K 0.33% 71
2025
Q3 		$1.79M Buy
5,463
+111
+2% +$35.1K 0.34% 70
2025
Q2 		$1.63M Buy
5,352
+20
+0.4% +$5.63K 0.37% 61
2025
Q1 		$1.47M Buy
5,332
+4,988
+1,450% +$1.45M 0.36% 65
2024
Q4 		$99.6K Sell
344
-8
-2% -$2.33K 0.03% 326
2024
Q3 		$99.7K Hold
352
– – 0.03% 335
2024
Q2 		$94.2K Hold
352
– – 0.03% 325
2024
Q1 		$91.5K Buy
352
+9
+3% +$2.23K 0.03% 330
2023
Q4 		$81.4K Hold
343
– – 0.03% 307
2023
Q3 		$72.9K Sell
343
-168
-33% -$37.2K 0.03% 294
2023
Q2 		$113K Buy
511
+168
+49% +$35K 0.04% 288
2023
Q1 		$70.2K Hold
343
– – 0.04% 279
2022
Q4 		$65.6K Buy
343
+226
+193% +$43.6K 0.03% 298
2022
Q3 		$21K Sell
117
-2,545
-96% -$507K 0.01% 383
2022
Q2 		$502K Buy
2,662
+2,515
+1,711% +$517K 0.25% 93
2022
Q1 		$34K Hold
147
– – 0.02% 344
2021
Q4 		$36K Sell
147
-17
-10% -$4.01K 0.01% 377
2021
Q3 		$36K Hold
164
– – 0.02% 350
2021
Q2 		$37K Buy
164
+119
+264% +$25.8K 0.02% 363
2021
Q1 		$9K Sell
45
-465
-91% -$94.1K ﹤0.01% 415
2020
Q4 		$99K Buy
510
+179
+54% +$32.7K 0.06% 242
2020
Q3 		$56K Buy
+331
New +$55.7K 0.03% 357

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Founders Financial Alliance increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 18% in Q2 2026, buying an estimated $353K and bringing the position to 6,492 shares worth $2.4M. The position accounts for 0.32% of the portfolio, ranked #74.

Founders Financial Alliance first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Founders Financial Alliance held 6,492 shares of Vanguard Morningstar Total Stock Market ETF worth $2.4M as of Q2 2026.
  • Founders Financial Alliance bought 986 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $353K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Founders Financial Alliance's portfolio in Q2 2026, its #74 holding.
  • Founders Financial Alliance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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