Founders Financial Securities’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.76M Sell
26,369
-814
-3% -$291K 0.5% 38
2026
Q1
$9.12M Buy
27,183
+202
+0.7% +$67.8K 0.51% 41
2025
Q4
$9.05M Buy
26,981
+11,545
+75% +$3.84M 0.53% 38
2025
Q3
$5.07M Sell
15,436
-1,918
-11% -$606K 0.34% 60
2025
Q2
$5.27M Sell
17,354
-806
-4% -$227K 0.4% 60
2025
Q1
$4.92M Sell
18,160
-954
-5% -$277K 0.42% 53
2024
Q4
$5.54M Sell
19,114
-269
-1% -$78.5K 0.5% 43
2024
Q3
$5.49M Sell
19,383
-936
-5% -$255K 0.51% 44
2024
Q2
$5.44M Buy
20,319
+177
+0.9% +$45.8K 0.51% 46
2024
Q1
$5.23M Buy
20,142
+568
+3% +$141K 0.55% 44
2023
Q4
$4.64M Buy
19,574
+480
+3% +$106K 0.52% 43
2023
Q3
$4.06M Sell
19,094
-709
-4% -$157K 0.53% 51
2023
Q2
$4.36M Buy
19,803
+91
+0.5% +$19K 0.58% 43
2023
Q1
$4.02M Buy
19,712
+531
+3% +$106K 0.58% 43
2022
Q4
$3.67M Sell
19,181
-551
-3% -$106K 0.58% 40
2022
Q3
$3.54M Buy
19,732
+8,982
+84% +$1.79M 0.63% 31
2022
Q2
$2.03M Buy
10,750
+3,421
+47% +$703K 0.4% 54
2022
Q1
$1.67M Buy
7,329
+28
+0.4% +$6.3K 0.3% 71
2021
Q4
$1.76M Sell
7,301
-109
-1% -$25.7K 0.32% 72
2021
Q3
$1.65M Buy
7,410
+584
+9% +$133K 0.33% 66
2021
Q2
$1.52M Sell
6,826
-103
-1% -$22.4K 0.3% 72
2021
Q1
$1.43M Sell
6,929
-212
-3% -$42.9K 0.33% 57
2020
Q4
$1.39M Buy
7,141
+847
+13% +$155K 0.33% 54
2020
Q3
$1.07M Sell
6,294
-605
-9% -$102K 0.34% 48
2020
Q2
$1.08M Sell
6,899
-623
-8% -$91.9K 0.35% 55
2020
Q1
$970K Buy
+7,522
New +$1.16M 0.36% 39

Other funds holding VTI

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

Founders Financial Securities reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, selling an estimated $291K and leaving 26,369 shares worth $9.76M. The position accounts for 0.5% of the portfolio, ranked #38.

Founders Financial Securities first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Founders Financial Securities held 26,369 shares of Vanguard Morningstar Total Stock Market ETF worth $9.76M as of Q2 2026.
  • Founders Financial Securities sold 814 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $291K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.5% of Founders Financial Securities's portfolio in Q2 2026, its #38 holding.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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