Founders Financial Securities LLC Vanguard Small Cap Value ETF Transaction History

Founders Financial Securities LLC

$1.37 Billion
Q3 2025

A detailed history of Founders Financial Securities LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Founders Financial Securities LLC holds 2,148 shares of VBR stock, worth $441,328. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,148

Previous 3,032 29.16%

Holding current value

$441,328

Previous $591,000 24.2%

% of portfolio

0.03%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$195.41 - $212.37 $172,742 - $187,735	-884 Reduced 29.16%	2,148 $448,000
Q2 2025 Aug 06, 2025	BUY	$162.76 - $195.77 $19,856 - $23,883	122 Added 4.19%	3,032 $591,000
Q1 2025 May 12, 2025	BUY	$183.02 - $207.75 $35,139 - $39,888	192 Added 7.06%	2,910 $542,000
Q4 2024 Feb 10, 2025	SELL	$197.36 - $217.3 $25,459 - $28,031	-129 Reduced 4.53%	2,718 $538,000
Q3 2024 Nov 12, 2024	SELL	$179.99 - $201.6 $51,117 - $57,254	-284 Reduced 9.07%	2,847 $571,000

Q2 2024 Aug 02, 2024	BUY	$177.65 - $191.11 $54,716 - $58,861	308 Added 10.91%	3,131 $571,000
Q1 2024 Apr 17, 2024	SELL	$172.45 - $191.88 $210,044 - $233,709	-1,218 Reduced 30.14%	2,823 $541,000
Q4 2023 Feb 06, 2024	BUY	$149.18 - $181.94 $230,035 - $280,551	1,542 Added 61.7%	4,041 $727,000
Q3 2023 Oct 17, 2023	BUY	$157.33 - $174.39 $6,450 - $7,149	41 Added 1.67%	2,499 $398,000
Q2 2023 Aug 11, 2023	BUY	$150.74 - $165.4 $4,220 - $4,631	28 Added 1.15%	2,458 $406,000
Q1 2023 May 04, 2023	SELL	$150.22 - $177.69 $6,309 - $7,462	-42 Reduced 1.7%	2,430 $385,000
Q4 2022 Feb 08, 2023	SELL	$147.25 - $169.54 $2,208 - $2,543	-15 Reduced 0.6%	2,472 $392,000
Q3 2022 Oct 27, 2022	BUY	$143.4 - $172.87 $356,635 - $429,927	2,487 New	2,487 $357,000

Others Institutions Holding VBR

# of Institutions

1,800

Shares Held

91.3M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Securities LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Securities LLC with notifications on news.

Account

Founders Financial Securities LLC Vanguard Small Cap Value ETF Transaction History