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

Foundation Wealth Management (Pennsylvania)’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
2026
Q2 		$365K Sell
1,205
-146
-11% -$41.8K 0.11% 75
2026
Q1 		$354K Buy
1,351
+106
+9% +$28.7K 0.12% 65
2025
Q4 		$321K Hold
1,245
– – 0.12% 71
2025
Q3 		$317K Hold
1,245
– – 0.12% 70
2025
Q2 		$295K Hold
1,245
– – 0.13% 73
2025
Q1 		$276K Sell
1,245
-32
-3% -$7.64K 0.13% 72
2024
Q4 		$307K Buy
+1,277
New +$314K 0.15% 69

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s VB Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $41.8K and leaving 1,205 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #75.

Foundation Wealth Management (Pennsylvania) first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,464 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 1,205 shares of Vanguard Morningstar Small-Cap ETF worth $365K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 146 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $41.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #75 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.