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

Founders Financial Securities’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.59M Sell
7,091
-24
-0.3% -$8.18K 0.13% 150
2026
Q1 		$2.25M Sell
7,115
-54
-0.8% -$17K 0.13% 159
2025
Q4 		$2.17M Buy
7,169
+73
+1% +$22K 0.13% 158
2025
Q3 		$2.11M Buy
7,096
+80
+1% +$23.1K 0.14% 142
2025
Q2 		$1.94M Buy
7,016
+225
+3% +$57.9K 0.15% 130
2025
Q1 		$1.68M Sell
6,791
-19
-0.3% -$5.26K 0.14% 138
2024
Q4 		$1.91M Buy
6,810
+313
+5% +$88.5K 0.17% 113
2024
Q3 		$1.74M Buy
6,497
+393
+6% +$101K 0.16% 119
2024
Q2 		$1.53M Sell
6,104
-464
-7% -$116K 0.14% 131
2024
Q1 		$1.71M Buy
6,568
+3,587
+120% +$881K 0.18% 112
2023
Q4 		$721K Buy
2,981
+621
+26% +$135K 0.08% 207
2023
Q3 		$505K Buy
2,360
+11
+0.5% +$2.5K 0.07% 212
2023
Q2 		$540K Buy
2,349
+191
+9% +$41.6K 0.07% 203
2023
Q1 		$467K Buy
2,158
+219
+11% +$47.3K 0.07% 205
2022
Q4 		$389K Sell
1,939
-12
-0.6% -$2.46K 0.06% 219
2022
Q3 		$381K Buy
+1,951
New +$419K 0.07% 203
2017
Q3 		– Sell
-18,751
Closed -$2.73M – 104
2017
Q2 		$2.73M Sell
18,751
-3,316
-15% -$475K 1.04% 26
2017
Q1 		$3.1M Sell
22,067
-18,701
-46% -$2.59M 1.18% 23
2016
Q4 		$5.43M Sell
40,768
-25,856
-39% -$3.38M 2.26% 14
2016
Q3 		$8.78M Buy
+66,624
New +$8.68M 3.75% 10

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Founders Financial Securities reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.34% in Q2 2026, selling an estimated $8.18K and leaving 7,091 shares worth $2.59M. The position accounts for 0.13% of the portfolio, ranked #150.

Founders Financial Securities first reported a position in VBK in Q3 2016 and has held it in 20 quarters since. The position peaked at $8.78M in Q3 2016. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Founders Financial Securities held 7,091 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.59M as of Q2 2026.
  • Founders Financial Securities sold 24 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.18K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of Founders Financial Securities's portfolio in Q2 2026, its #150 holding.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2016 and has held it in 20 quarters since.
  • Founders Financial Securities's Vanguard Morningstar Small-Cap Growth ETF position peaked at $8.78M in Q3 2016.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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