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

Founders Financial Securities’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
4,151
-242
-6% -$56.3K 0.05% 299
2026
Q1 		$993K Sell
4,393
-184
-4% -$41.1K 0.06% 293
2025
Q4 		$969K Buy
4,577
+2,429
+113% +$509K 0.06% 285
2025
Q3 		$448K Sell
2,148
-884
-29% -$181K 0.03% 361
2025
Q2 		$591K Buy
3,032
+122
+4% +$22.6K 0.04% 309
2025
Q1 		$524K Buy
2,910
+192
+7% +$37.9K 0.04% 310
2024
Q4 		$539K Sell
2,718
-129
-5% -$26.5K 0.05% 290
2024
Q3 		$572K Sell
2,847
-284
-9% -$54.6K 0.05% 247
2024
Q2 		$572K Buy
3,131
+308
+11% +$56.9K 0.05% 261
2024
Q1 		$542K Sell
2,823
-1,218
-30% -$220K 0.06% 252
2023
Q4 		$727K Buy
4,041
+1,542
+62% +$252K 0.08% 206
2023
Q3 		$399K Buy
2,499
+41
+2% +$6.86K 0.05% 233
2023
Q2 		$407K Buy
2,458
+28
+1% +$4.41K 0.05% 237
2023
Q1 		$386K Sell
2,430
-42
-2% -$6.95K 0.06% 233
2022
Q4 		$393K Sell
2,472
-15
-0.6% -$2.39K 0.06% 217
2022
Q3 		$357K Buy
+2,487
New +$395K 0.06% 211
2017
Q3 		– Sell
-20,523
Closed -$2.52M – 105
2017
Q2 		$2.52M Sell
20,523
-3,025
-13% -$370K 0.96% 27
2017
Q1 		$2.89M Sell
23,548
-30,759
-57% -$3.78M 1.1% 25
2016
Q4 		$6.57M Buy
+54,307
New +$6.23M 2.73% 11

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Founders Financial Securities reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.5% in Q2 2026, selling an estimated $56.3K and leaving 4,151 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #299.

Founders Financial Securities first reported a position in VBR in Q4 2016 and has held it in 19 quarters since. The position peaked at $6.57M in Q4 2016. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Founders Financial Securities held 4,151 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.01M as of Q2 2026.
  • Founders Financial Securities sold 242 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $56.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Founders Financial Securities's portfolio in Q2 2026, its #299 holding.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2016 and has held it in 19 quarters since.
  • Founders Financial Securities's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.57M in Q4 2016.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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