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Foundation Wealth Management (Missouri)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,140
Closed -$249K – 44
2024
Q2 		$249K Buy
+1,140
New +$250K 0.19% 38

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s VB Position: Q3 2024 in Review

Foundation Wealth Management (Missouri) sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2024, closing a stake of 1,140 shares — an estimated $249K sold.

Foundation Wealth Management (Missouri) first reported a position in VB in Q2 2024 and held it in 1 quarter. The position peaked at $249K in Q2 2024. 1,973 funds tracked by Wall St. Rank hold VB as of Q3 2024.

  • Foundation Wealth Management (Missouri) reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 1,140 Vanguard Morningstar Small-Cap ETF shares in Q3 2024, an estimated $249K.
  • Foundation Wealth Management (Missouri) first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Foundation Wealth Management (Missouri)'s Vanguard Morningstar Small-Cap ETF position peaked at $249K in Q2 2024.
  • 1,973 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2024.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q3 2024, filed 29 Oct 2024.