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Founders Financial Securities’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Founders Financial Securities’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Sell
16,988
-79
-0.5% -$15.3K 0.17% 120
2026
Q1 		$3.25M Sell
17,067
-403
-2% -$75.3K 0.18% 113
2025
Q4 		$3.1M Buy
17,470
+5,213
+43% +$912K 0.18% 100
2025
Q3 		$2.14M Buy
12,257
+4,402
+56% +$749K 0.15% 140
2025
Q2 		$1.29M Buy
7,855
+656
+9% +$104K 0.1% 199
2025
Q1 		$1.12M Buy
7,199
+1,521
+27% +$249K 0.09% 203
2024
Q4 		$919K Sell
5,678
-2,568
-31% -$433K 0.08% 192
2024
Q3 		$1.38M Buy
8,246
+1,178
+17% +$187K 0.13% 143
2024
Q2 		$1.06M Buy
7,068
+1,307
+23% +$198K 0.1% 171
2024
Q1 		$898K Buy
5,761
+1,555
+37% +$228K 0.09% 178
2023
Q4 		$610K Buy
4,206
+37
+0.9% +$4.97K 0.07% 223
2023
Q3 		$546K Sell
4,169
-201
-5% -$27.8K 0.07% 205
2023
Q2 		$605K Buy
4,370
+12
+0.3% +$1.6K 0.08% 189
2023
Q1 		$584K Sell
4,358
-74
-2% -$10.3K 0.08% 184
2022
Q4 		$599K Buy
4,432
+7
+0.2% +$939 0.09% 179
2022
Q3 		$539K Buy
+4,425
New +$599K 0.1% 170

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Founders Financial Securities reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.46% in Q2 2026, selling an estimated $15.3K and leaving 16,988 shares worth $3.36M. The position accounts for 0.17% of the portfolio, ranked #120.

Founders Financial Securities first reported a position in VOE in Q3 2022 and has held it in 16 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Founders Financial Securities held 16,988 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.36M as of Q2 2026.
  • Founders Financial Securities sold 79 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.17% of Founders Financial Securities's portfolio in Q2 2026, its #120 holding.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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