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Foundation Wealth Management (Pennsylvania)’s Vanguard S&P 500 ETF VOO Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$412K Buy
+600
New +$400K 0.12% 67
2025
Q2 		– Sell
-639
Closed -$328K – 96
2025
Q1 		$328K Buy
+639
New +$345K 0.16% 63

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

Foundation Wealth Management (Pennsylvania) opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 600 shares worth $412K. The stake represents 0.12% of the portfolio and ranks #67 among its holdings. This is a return to the name: Foundation Wealth Management (Pennsylvania) previously reported a position in VOO as recently as Q1 2025.

Foundation Wealth Management (Pennsylvania) first reported a position in VOO in Q1 2025 and has held it in 2 quarters since. 2,253 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 600 shares of Vanguard S&P 500 ETF worth $412K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Foundation Wealth Management (Pennsylvania) position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.12% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #67 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 2 quarters since.
  • 2,253 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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