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Founders Financial Securities’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Founders Financial Securities’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.19M Buy
10,402
+246
+2% +$71K 0.16% 127
2026
Q1 		$2.74M Buy
10,156
+545
+6% +$150K 0.15% 134
2025
Q4 		$2.68M Buy
9,611
+951
+11% +$272K 0.16% 127
2025
Q3 		$2.54M Buy
8,660
+3,890
+82% +$1.12M 0.17% 111
2025
Q2 		$1.36M Sell
4,770
-804
-14% -$207K 0.1% 195
2025
Q1 		$1.38M Buy
5,574
+1,375
+33% +$358K 0.12% 179
2024
Q4 		$1.07M Sell
4,199
-457
-10% -$118K 0.1% 175
2024
Q3 		$1.13M Buy
4,656
+450
+11% +$105K 0.1% 169
2024
Q2 		$965K Sell
4,206
-1,160
-22% -$266K 0.09% 186
2024
Q1 		$1.27M Buy
5,366
+2,037
+61% +$456K 0.13% 136
2023
Q4 		$731K Sell
3,329
-18
-0.5% -$3.6K 0.08% 204
2023
Q3 		$652K Buy
3,347
+106
+3% +$21.6K 0.08% 180
2023
Q2 		$667K Buy
3,241
+14
+0.4% +$2.71K 0.09% 178
2023
Q1 		$629K Sell
3,227
-9
-0.3% -$1.72K 0.09% 178
2022
Q4 		$582K Buy
3,236
+40
+1% +$7.25K 0.09% 183
2022
Q3 		$545K Buy
+3,196
New +$605K 0.1% 168

Other funds holding VOT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Founders Financial Securities increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.4% in Q2 2026, buying an estimated $71K and bringing the position to 10,402 shares worth $3.19M. The position accounts for 0.16% of the portfolio, ranked #127.

Founders Financial Securities first reported a position in VOT in Q3 2022 and has held it in 16 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Founders Financial Securities held 10,402 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.19M as of Q2 2026.
  • Founders Financial Securities bought 246 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $71K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Founders Financial Securities's portfolio in Q2 2026, its #127 holding.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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