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

Foundation Wealth Management (Pennsylvania)’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Hold
1,524
– – 0.09% 83
2026
Q1 		$281K Hold
1,524
– – 0.1% 75
2025
Q4 		$270K Hold
1,524
– – 0.1% 77
2025
Q3 		$266K Sell
1,524
-68
-4% -$11.6K 0.1% 77
2025
Q2 		$262K Hold
1,592
– – 0.11% 78
2025
Q1 		$256K Hold
1,592
– – 0.12% 74
2024
Q4 		$258K Buy
+1,592
New +$269K 0.12% 77

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OWM
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SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,524 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #83.

Foundation Wealth Management (Pennsylvania) first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 1,524 shares of Vanguard Morningstar Mid-Cap Value ETF worth $301K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #83 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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