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Founders Financial Securities’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Founders Financial Securities’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Sell
1,738
-20
-1% -$5.73K 0.03% 381
2026
Q1 		$480K Sell
1,758
-1,641
-48% -$444K 0.03% 378
2025
Q4 		$877K Buy
3,399
+1,973
+138% +$505K 0.05% 308
2025
Q3 		$363K Sell
1,426
-2,104
-60% -$522K 0.02% 395
2025
Q2 		$837K Buy
3,530
+76
+2% +$17K 0.06% 267
2025
Q1 		$745K Buy
3,454
+2,407
+230% +$575K 0.06% 262
2024
Q4 		$252K Sell
1,047
-22
-2% -$5.41K 0.02% 402
2024
Q3 		$254K Sell
1,069
-1,148
-52% -$261K 0.02% 387
2024
Q2 		$483K Buy
+2,217
New +$487K 0.05% 292
2024
Q1 		– Sell
-4,106
Closed -$876K – 422
2023
Q4 		$876K Buy
+4,106
New +$791K 0.1% 181
2019
Q1 		– Sell
-55,162
Closed -$7.28M – 125
2018
Q4 		$7.28M Sell
55,162
-44,036
-44% -$6.41M 2.64% 11
2018
Q3 		$16.1M Buy
99,198
+7,658
+8% +$1.24M 4.48% 6
2018
Q2 		$14.3M Buy
91,540
+33,358
+57% +$5.1M 4.39% 7
2018
Q1 		$8.55M Sell
58,182
-3,121
-5% -$466K 2.76% 14
2017
Q4 		$9.06M Buy
61,303
+3,380
+6% +$489K 3.02% 10
2017
Q3 		$8.19M Sell
57,923
-21,347
-27% -$2.91M 2.92% 12
2017
Q2 		$10.7M Sell
79,270
-540
-0.7% -$72.4K 4.08% 7
2017
Q1 		$10.6M Buy
79,810
+13,225
+20% +$1.75M 4.04% 6
2016
Q4 		$8.59M Sell
66,585
-2,818
-4% -$350K 3.57% 8
2016
Q3 		$8.48M Buy
69,403
+9,001
+15% +$1.09M 3.63% 13
2016
Q2 		$6.99M Buy
60,402
+35,628
+144% +$4.05M 3.2% 9
2016
Q1 		$2.76M Sell
24,774
-2,755
-10% -$285K 1.3% 28
2015
Q4 		$3.05M Buy
27,529
+2,422
+10% +$275K 1.41% 24
2015
Q3 		$2.71M Sell
25,107
-741
-3% -$86.6K 1.34% 26
2015
Q2 		$3.14M Buy
25,848
+2,379
+10% +$292K 1.56% 19
2015
Q1 		$2.88M Buy
23,469
+4,061
+21% +$481K 1.49% 25
2014
Q4 		$2.26M Buy
19,408
+1,372
+8% +$156K 1.35% 23
2014
Q3 		$2M Buy
18,036
+1,787
+11% +$205K 1.28% 27
2014
Q2 		$1.9M Buy
16,249
+2,865
+21% +$321K 1.28% 25
2014
Q1 		$1.51K Buy
13,384
+2,055
+18% +$228K 1.01% 30
2013
Q4 		$1.25M Buy
+11,329
New +$1.21M 1.05% 25

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Founders Financial Securities's VB Position: Q2 2026 in Review

Founders Financial Securities reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, selling an estimated $5.73K and leaving 1,738 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #381.

Founders Financial Securities first reported a position in VB in Q4 2013 and has held it in 31 quarters since. The position peaked at $16.1M in Q3 2018. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Founders Financial Securities held 1,738 shares of Vanguard Morningstar Small-Cap ETF worth $527K as of Q2 2026.
  • Founders Financial Securities sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #381 holding.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 31 quarters since.
  • Founders Financial Securities's Vanguard Morningstar Small-Cap ETF position peaked at $16.1M in Q3 2018.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.