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

Foundation Wealth Management (Pennsylvania)’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Buy	4,559 +199	+5%	+$15.4K	0.11%	73
2026 Q1	$313K	Hold	4,360	–	–	0.11%	71
2025 Q4	$316K	Hold	4,360	–	–	0.11%	72
2025 Q3	$320K	Hold	4,360	–	–	0.12%	69
2025 Q2	$305K	Hold	4,360	–	–	0.13%	70
2025 Q1	$282K	Hold	4,360	–	–	0.13%	71
2024 Q4	$288K	Buy	+4,360	New	+$296K	0.14%	72

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 4,559 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #73.

Foundation Wealth Management (Pennsylvania) first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 4,559 shares of Vanguard Morningstar Mid-Cap ETF worth $367K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) bought 199 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #73 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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