Founders Financial Alliance, LLC VCLT VANGUARD LONG

Ownership history in Founders Financial Alliance, LLC  ·  13 quarters on record

AI Ownership Summary

Founders Financial Alliance, LLC reported VANGUARD LONG (VCLT) in 13 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows VCLT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Founders Financial Alliance, LLC's position in VANGUARD LONG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VCLT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Founders Financial Alliance, LLC held VCLT — position size vs. price
% of Fund (quarterly)    VCLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 34 0% 0.00% $3K 2025-11-07 $75.07
2025 Q1 UNCHANGED 34 0% 0.00% $3K 2025-05-12 $69.61
2024 Q4 UNCHANGED 34 0% 0.00% $3K 2025-02-07 $70.84
2024 Q3 UNCHANGED 34 0% 0.00% $3K 2024-11-01 $70.67
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Founders Financial Alliance, LLC and VCLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Founders Financial Alliance, LLC reported owning VCLT?

Founders Financial Alliance, LLC reported VCLT across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported VCLT position in Founders Financial Alliance, LLC's portfolio?

The largest reported portfolio weight for VCLT was 0.00% in 2024 Q3.

What is the latest reported VCLT position on this page?

The most recent filing on this page is 2025 Q3, when Founders Financial Alliance, LLC reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this VCLT ownership page compare?

The chart compares Founders Financial Alliance, LLC's quarterly VCLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Founders Financial Alliance, LLC time their VCLT position?

Based on 13F filing dates vs. subsequent VCLT price moves, Founders Financial Alliance, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on VCLT relative to SPY over the holding period was -29.0%.

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