Founders Financial Securities’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$223K Sell
1,541
-239
-13% -$34.4K 0.01% 502
2025
Q4
$251K Buy
+1,780
New +$249K 0.01% 510
2025
Q3
Sell
-1,780
Closed -$229K 530
2025
Q2
$229K Hold
1,780
0.02% 460
2025
Q1
$207K Buy
+1,780
New +$213K 0.02% 441
2024
Q4
Sell
-3,208
Closed -$384K 463
2024
Q3
$384K Sell
3,208
-430
-12% -$49.4K 0.04% 310
2024
Q2
$410K Buy
3,638
+334
+10% +$36.8K 0.04% 310
2024
Q1
$365K Hold
3,304
0.04% 299
2023
Q4
$340K Hold
3,304
0.04% 288
2023
Q3
$308K Buy
3,304
+184
+6% +$17.9K 0.04% 266
2023
Q2
$303K Hold
3,120
0.04% 263
2023
Q1
$287K Buy
3,120
+330
+12% +$29.9K 0.04% 264
2022
Q4
$240K Buy
+2,790
New +$238K 0.04% 282
2016
Q4
Sell
-106,257
Closed -$6.47M 100
2016
Q3
$6.47M Buy
106,257
+11,962
+13% +$722K 2.76% 15
2016
Q2
$5.48M Sell
94,295
-14,952
-14% -$868K 2.51% 14
2016
Q1
$6.3M Sell
109,247
-19,921
-15% -$1.09M 2.96% 11
2015
Q4
$7.44M Buy
129,168
+10,493
+9% +$615K 3.46% 9
2015
Q3
$6.56M Sell
118,675
-1,515
-1% -$90K 3.25% 12
2015
Q2
$7.39M Buy
+120,190
New +$7.61M 3.68% 8
2015
Q1
Sell
-126,098
Closed -$7.58M 92
2014
Q4
$7.58M Buy
126,098
+25,327
+25% +$1.52M 4.53% 4
2014
Q3
$6.08M Buy
100,771
+9,597
+11% +$595K 3.92% 7
2014
Q2
$5.67M Buy
91,174
+15,887
+21% +$965K 3.81% 6
2014
Q1
$4.49K Buy
+75,287
New +$4.41M 3.01% 10

Other funds holding VT

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

Founders Financial Securities reduced its Vanguard Total World Stock ETF (VT) stake by 13% in Q1 2026, selling an estimated $34.4K and leaving 1,541 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #502.

Founders Financial Securities first reported a position in VT in Q1 2014 and has held it in 22 quarters since. The position peaked at $7.58M in Q4 2014. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Founders Financial Securities held 1,541 shares of Vanguard Total World Stock ETF worth $223K as of Q1 2026.
  • Founders Financial Securities sold 239 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $34.4K.
  • Vanguard Total World Stock ETF made up 0.01% of Founders Financial Securities's portfolio in Q1 2026, its #502 holding.
  • Founders Financial Securities first reported a position in Vanguard Total World Stock ETF in Q1 2014 and has held it in 22 quarters since.
  • Founders Financial Securities's Vanguard Total World Stock ETF position peaked at $7.58M in Q4 2014.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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