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

Foundation Wealth Management (Pennsylvania)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Hold
1,266
– – 0.09% 82
2026
Q1 		$275K Hold
1,266
– – 0.1% 77
2025
Q4 		$268K Sell
1,266
-46
-4% -$9.63K 0.1% 79
2025
Q3 		$274K Hold
1,312
– – 0.11% 75
2025
Q2 		$256K Hold
1,312
– – 0.11% 82
2025
Q1 		$244K Hold
1,312
– – 0.12% 77
2024
Q4 		$260K Buy
+1,312
New +$269K 0.13% 76

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,266 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #82.

Foundation Wealth Management (Pennsylvania) first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,031 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 1,266 shares of Vanguard Morningstar Small-Cap Value ETF worth $308K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #82 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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