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Founders Financial Alliance’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Founders Financial Alliance’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.6K Sell
217
-8
-4% -$2.67K 0.01% 528
2026
Q1 		$67.1K Buy
225
+80
+55% +$25K 0.01% 489
2025
Q4 		$45.7K Sell
145
-135
-48% -$42.2K 0.01% 436
2025
Q3 		$86.1K Sell
280
-60
-18% -$17.8K 0.02% 449
2025
Q2 		$97.1K Sell
340
-9
-3% -$2.37K 0.02% 352
2025
Q1 		$89.8K Buy
349
+9
+3% +$2.44K 0.02% 392
2024
Q4 		$91.7K Sell
340
-149
-30% -$40.4K 0.03% 331
2024
Q3 		$129K Buy
489
+1
+0.2% +$254 0.04% 313
2024
Q2 		$122K Sell
488
-276
-36% -$66.3K 0.04% 306
2024
Q1 		$183K Buy
764
+2
+0.3% +$458 0.06% 272
2023
Q4 		$166K Buy
762
+2
+0.3% +$409 0.06% 256
2023
Q3 		$149K Buy
760
+2
+0.3% +$407 0.06% 243
2023
Q2 		$154K Sell
758
-227
-23% -$43.5K 0.06% 265
2023
Q1 		$184K Sell
985
-18
-2% -$3.28K 0.09% 208
2022
Q4 		$175K Buy
1,003
+3
+0.3% +$526 0.08% 232
2022
Q3 		$164K Sell
1,000
-1,253
-56% -$228K 0.08% 222
2022
Q2 		$388K Buy
2,253
+1,258
+126% +$236K 0.2% 116
2022
Q1 		$207K Buy
995
+2
+0.2% +$411 0.09% 206
2021
Q4 		$220K Buy
993
+2
+0.2% +$429 0.09% 234
2021
Q3 		$199K Sell
991
-51
-5% -$10.5K 0.09% 223
2021
Q2 		$209K Buy
1,042
+2
+0.2% +$390 0.1% 226
2021
Q1 		$197K Sell
1,040
-22
-2% -$3.99K 0.1% 221
2020
Q4 		$186K Buy
1,062
+2
+0.2% +$332 0.11% 197
2020
Q3 		$166K Buy
+1,060
New +$163K 0.1% 180

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Founders Financial Alliance reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.6% in Q2 2026, selling an estimated $2.67K and leaving 217 shares worth $74.6K. The position accounts for 0.01% of the portfolio, ranked #528.

Founders Financial Alliance first reported a position in VV in Q3 2020 and has held it in 24 quarters since. The position peaked at $388K in Q2 2022. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Founders Financial Alliance held 217 shares of Vanguard Morningstar Large-Cap ETF worth $74.6K as of Q2 2026.
  • Founders Financial Alliance sold 8 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #528 holding.
  • Founders Financial Alliance first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Morningstar Large-Cap ETF position peaked at $388K in Q2 2022.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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