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Founders Financial Securities’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Founders Financial Securities’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Sell
9,300
-99
-1% -$33K 0.16% 125
2026
Q1 		$2.94M Sell
9,399
-2,097
-18% -$656K 0.17% 122
2025
Q4 		$3.62M Buy
11,496
+2,209
+24% +$690K 0.21% 83
2025
Q3 		$2.86M Sell
9,287
-1,748
-16% -$518K 0.19% 102
2025
Q2 		$3.15M Buy
11,035
+521
+5% +$137K 0.24% 92
2025
Q1 		$2.67M Buy
10,514
+2,451
+30% +$664K 0.23% 97
2024
Q4 		$2.17M Buy
8,063
+251
+3% +$68K 0.2% 101
2024
Q3 		$2.06M Sell
7,812
-1,648
-17% -$418K 0.19% 105
2024
Q2 		$2.36M Buy
9,460
+1,461
+18% +$351K 0.22% 91
2024
Q1 		$1.92M Buy
7,999
+1,234
+18% +$282K 0.2% 103
2023
Q4 		$1.48M Buy
6,765
+574
+9% +$117K 0.16% 119
2023
Q3 		$1.21M Sell
6,191
-133
-2% -$27.1K 0.16% 118
2023
Q2 		$1.28M Buy
6,324
+698
+12% +$134K 0.17% 116
2023
Q1 		$1.05M Buy
5,626
+1,214
+28% +$221K 0.15% 132
2022
Q4 		$769K Buy
4,412
+48
+1% +$8.42K 0.12% 158
2022
Q3 		$714K Buy
4,364
+3,109
+248% +$565K 0.13% 147
2022
Q2 		$216K Buy
+1,255
New +$236K 0.04% 234

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 VV Position: Q2 2026 in Review

Founders Financial Securities reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.1% in Q2 2026, selling an estimated $33K and leaving 9,300 shares worth $3.2M. The position accounts for 0.16% of the portfolio, ranked #125.

Founders Financial Securities first reported a position in VV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.62M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Founders Financial Securities held 9,300 shares of Vanguard Morningstar Large-Cap ETF worth $3.2M as of Q2 2026.
  • Founders Financial Securities sold 99 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $33K.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of Founders Financial Securities's portfolio in Q2 2026, its #125 holding.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Founders Financial Securities's Vanguard Morningstar Large-Cap ETF position peaked at $3.62M in Q4 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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