Founders Financial Securities’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.23M Sell
9,963
-17,251
-63% -$10.8M 0.35% 59
2025
Q4
$17.1M Buy
27,214
+7,918
+41% +$4.92M 1.01% 21
2025
Q3
$11.8M Buy
19,296
+2,666
+16% +$1.57M 0.8% 28
2025
Q2
$9.45M Buy
16,630
+5,212
+46% +$2.74M 0.72% 31
2025
Q1
$5.78M Sell
11,418
-4,650
-29% -$2.51M 0.49% 43
2024
Q4
$8.66M Sell
16,068
-1,440
-8% -$780K 0.78% 34
2024
Q3
$9.24M Sell
17,508
-4,197
-19% -$2.13M 0.85% 33
2024
Q2
$10.9M Buy
21,705
+701
+3% +$337K 1.03% 26
2024
Q1
$10.1M Buy
21,004
+6,162
+42% +$2.82M 1.06% 25
2023
Q4
$6.48M Buy
14,842
+970
+7% +$397K 0.72% 33
2023
Q3
$5.45M Buy
13,872
+2,808
+25% +$1.15M 0.71% 37
2023
Q2
$4.51M Buy
11,064
+4,596
+71% +$1.77M 0.6% 41
2023
Q1
$2.43M Sell
6,468
-865
-12% -$317K 0.35% 64
2022
Q4
$2.58M Buy
7,333
+3,205
+78% +$1.13M 0.41% 63
2022
Q3
$1.35M Sell
4,128
-106
-3% -$38.7K 0.24% 90
2022
Q2
$1.47M Sell
4,234
-1,550
-27% -$584K 0.29% 73
2022
Q1
$2.4M Sell
5,784
-1,125
-16% -$461K 0.43% 55
2021
Q4
$3.02M Buy
6,909
+5,549
+408% +$2.34M 0.54% 44
2021
Q3
$536K Sell
1,360
-56
-4% -$22.7K 0.11% 161
2021
Q2
$557K Buy
1,416
+154
+12% +$59.1K 0.11% 166
2021
Q1
$460K Buy
1,262
+114
+10% +$40.4K 0.11% 158
2020
Q4
$394K Buy
+1,148
New +$374K 0.09% 145
2020
Q2
Sell
-977
Closed -$231K 187
2020
Q1
$231K Buy
+977
New +$274K 0.09% 115

Other funds holding VOO

Founders Financial Securities's VOO Position: Q1 2026 in Review

Founders Financial Securities reduced its Vanguard S&P 500 ETF (VOO) stake by 63% in Q1 2026, selling an estimated $10.8M and leaving 9,963 shares worth $6.23M. The position accounts for 0.35% of the portfolio, ranked #59.

Founders Financial Securities first reported a position in VOO in Q1 2020 and has held it in 23 quarters since. The position peaked at $17.1M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Founders Financial Securities held 9,963 shares of Vanguard S&P 500 ETF worth $6.23M as of Q1 2026.
  • Founders Financial Securities sold 17,251 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $10.8M.
  • Vanguard S&P 500 ETF made up 0.35% of Founders Financial Securities's portfolio in Q1 2026, its #59 holding.
  • Founders Financial Securities first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 23 quarters since.
  • Founders Financial Securities's Vanguard S&P 500 ETF position peaked at $17.1M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.