Founders Financial Securities’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.1M | Buy |
683,602
+110,898
| +19% | +$8.6M | 2.82% | 4 |
|
|
2026
Q1 | $42.7M | Buy |
572,704
+15,460
| +3% | +$1.15M | 2.41% | 6 |
|
|
2025
Q4 | $40.4M | Buy |
557,244
+60,540
| +12% | +$4.4M | 2.38% | 5 |
|
|
2025
Q3 | $36.5M | Buy |
496,704
+83,484
| +20% | +$6M | 2.48% | 3 |
|
|
2025
Q2 | $28.9M | Buy |
413,220
+88,344
| +27% | +$5.8M | 2.2% | 4 |
|
|
2025
Q1 | $20.7M | Buy |
324,876
+3,924
| +1% | +$263K | 1.75% | 11 |
|
|
2024
Q4 | $21.2M | Buy |
320,952
+324
| +0.1% | +$22K | 1.91% | 9 |
|
|
2024
Q3 | $21.1M | Sell |
320,628
-380
| -0.1% | -$23.9K | 1.95% | 10 |
|
|
2024
Q2 | $19.4M | Buy |
321,008
+23,152
| +8% | +$1.41M | 1.84% | 9 |
|
|
2024
Q1 | $18.6M | Sell |
297,856
-31,112
| -9% | -$1.84M | 1.95% | 8 |
|
|
2023
Q4 | $19.1M | Buy |
328,968
+13,104
| +4% | +$700K | 2.12% | 7 |
|
|
2023
Q3 | $16.4M | Buy |
315,864
+20,720
| +7% | +$1.14M | 2.13% | 7 |
|
|
2023
Q2 | $16.2M | Buy |
295,144
+43,020
| +17% | +$2.26M | 2.15% | 6 |
|
|
2023
Q1 | $13.3M | Buy |
252,124
+53,420
| +27% | +$2.84M | 1.92% | 10 |
|
|
2022
Q4 | $10.1M | Buy |
198,704
+28,192
| +17% | +$1.44M | 1.59% | 10 |
|
|
2022
Q3 | $8.01M | Sell |
170,512
-13,996
| -8% | -$731K | 1.42% | 11 |
|
|
2022
Q2 | $9.09M | Sell |
184,508
-74,132
| -29% | -$4.01M | 1.78% | 9 |
|
|
2022
Q1 | $15.4M | Buy |
+258,640
| New | +$15.2M | 2.72% | 8 |
|
|
2020
Q1 | – | Sell |
-236,500
| Closed | -$10.5M | – | 153 |
|
|
2019
Q4 | $10.5M | Sell |
236,500
-376
| -0.2% | -$16.1K | 3.56% | 6 |
|
|
2019
Q3 | $9.93M | Sell |
236,876
-20,972
| -8% | -$876K | 3.17% | 6 |
|
|
2019
Q2 | $10.8M | Sell |
257,848
-41,392
| -14% | -$1.69M | 3.55% | 8 |
|
|
2019
Q1 | $12M | Buy |
299,240
+96,260
| +47% | +$3.7M | 3.81% | 7 |
|
|
2018
Q4 | $7.01M | Sell |
202,980
-161,048
| -44% | -$6.05M | 2.54% | 12 |
|
|
2018
Q3 | $14.9M | Buy |
364,028
+26,148
| +8% | +$1.07M | 4.15% | 7 |
|
|
2018
Q2 | $13.3M | Sell |
337,880
-66,764
| -16% | -$2.62M | 4.1% | 9 |
|
|
2018
Q1 | $15.6M | Sell |
404,644
-18,624
| -4% | -$733K | 5.04% | 4 |
|
|
2017
Q4 | $16.4M | Buy |
423,268
+25,812
| +6% | +$974K | 5.45% | 4 |
|
|
2017
Q3 | $14.6M | Buy |
397,456
+28,688
| +8% | +$1.03M | 5.2% | 4 |
|
|
2017
Q2 | $13.1M | Sell |
368,768
-888
| -0.2% | -$31.4K | 4.99% | 4 |
|
|
2017
Q1 | $12.9M | Buy |
369,656
+11,148
| +3% | +$383K | 4.89% | 4 |
|
|
2016
Q4 | $11.8M | Buy |
358,508
+95,492
| +36% | +$3.09M | 4.9% | 5 |
|
|
2016
Q3 | $8.51M | Buy |
263,016
+37,936
| +17% | +$1.22M | 3.64% | 12 |
|
|
2016
Q2 | $6.96M | Buy |
225,080
+39,328
| +21% | +$1.2M | 3.19% | 10 |
|
|
2016
Q1 | $5.63M | Sell |
185,752
-19,940
| -10% | -$564K | 2.65% | 13 |
|
|
2015
Q4 | $6.18M | Buy |
205,692
+19,616
| +11% | +$598K | 2.87% | 11 |
|
|
2015
Q3 | $5.43M | Sell |
186,076
-5,584
| -3% | -$174K | 2.69% | 13 |
|
|
2015
Q2 | $6.11M | Buy |
191,660
+49,140
| +34% | +$1.59M | 3.04% | 9 |
|
|
2015
Q1 | $4.73M | Buy |
142,520
+68,824
| +93% | +$2.16M | 2.44% | 8 |
|
|
2014
Q4 | $2.28M | Buy |
73,696
+2,704
| +4% | +$81.5K | 1.36% | 22 |
|
|
2014
Q3 | $2.08M | Sell |
70,992
-31,768
| -31% | -$943K | 1.34% | 26 |
|
|
2014
Q2 | $3.05M | Buy |
102,760
+18,144
| +21% | +$518K | 2.05% | 9 |
|
|
2014
Q1 | $2.4M | Buy |
84,616
+13,480
| +19% | +$374K | 1.61% | 15 |
|
|
2013
Q4 | $1.96M | Buy |
+71,136
| New | +$1.89M | 1.64% | 13 |
|
Other funds holding VO
Founders Financial Securities's VO Position: Q2 2026 in Review
Founders Financial Securities increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, buying an estimated $8.6M and bringing the position to 683,602 shares worth $55.1M. The position accounts for 2.82% of the portfolio, ranked #4.
Founders Financial Securities first reported a position in VO in Q4 2013 and has held it in 43 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Founders Financial Securities held 683,602 shares of Vanguard Morningstar Mid-Cap ETF worth $55.1M as of Q2 2026.
- Founders Financial Securities bought 110,898 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.6M.
- Vanguard Morningstar Mid-Cap ETF made up 2.82% of Founders Financial Securities's portfolio in Q2 2026, its #4 holding.
- Founders Financial Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and has held it in 43 quarters since.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.