Founders Financial Alliance, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1832190 RALEIGH, NC

Position in VB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,340,506

-$21,470 QoQ

Shares Held

5,118

-3.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,340,506	5,118	-3.1%	Shares	Sole	2026-05-11
2025-12-31	$1,361,976	5,280	-5.3%	Shares	Sole	2026-02-12
2025-09-30	$1,417,865	5,576	-2.0%	Shares	Sole	2025-11-07
2025-06-30	$1,348,890	5,692	-2.9%	Shares	Sole	2025-08-12
2025-03-31	$1,299,898	5,862	+15.8%	Shares	Sole	2025-05-12
2024-12-31	$1,216,537	5,063	-1.0%	Shares	Sole	2025-02-07
2024-09-30	$1,213,566	5,116	-3.4%	Shares	Sole	2024-11-01
2024-06-30	$1,154,303	5,294	-2.5%	Shares	Sole	2024-08-26
2024-03-31	$1,241,243	5,430	+13.6%	Shares	Sole	2024-05-14
2023-12-31	$1,019,930	4,781	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$906,590	4,795	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$954,870	4,801	0.0%	Shares	Sole	2023-08-11
2023-03-31	$910,077	4,801	-4.1%	Shares	Sole	2023-05-15
2022-12-31	$918,434	5,004	-9.2%	Shares	Sole	2023-02-15
2022-09-30	$942,397	5,514	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$964,202	5,475	-19.9%	Shares	Sole	2022-08-15
2022-03-31	$1,451,936	6,832	-0.4%	Shares	Sole	2022-05-12
2021-12-31	$1,550,202	6,859	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$1,502,261	6,870	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$1,525,793	6,773	+0.7%	Shares	Sole	2021-08-02
2021-03-31	$1,439,448	6,724	+2.9%	Shares	Sole	2021-05-14
2020-12-31	$1,271,821	6,533	-5.3%	Shares	Sole	2021-02-04
2020-09-30	$1,060,586	6,896	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.