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Foundation Wealth Management (Pennsylvania)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.1M Buy
113,838
+6,979
+7% +$2.5M 12.71% 1
2026
Q1 		$34.3M Buy
106,859
+9,262
+9% +$3.11M 12.09% 1
2025
Q4 		$32.7M Buy
97,597
+19,731
+25% +$6.56M 11.87% 1
2025
Q3 		$25.6M Buy
77,866
+14,173
+22% +$4.48M 9.9% 1
2025
Q2 		$19.4M Buy
63,693
+8,315
+15% +$2.34M 8.37% 1
2025
Q1 		$15.2M Buy
55,378
+7,284
+15% +$2.12M 7.24% 1
2024
Q4 		$13.9M Buy
+48,094
New +$14M 6.76% 2

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.5% in Q2 2026, buying an estimated $2.5M and bringing the position to 113,838 shares worth $42.1M. The position accounts for 12.71% of the portfolio, ranked #1.

Foundation Wealth Management (Pennsylvania) first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 2,205 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 113,838 shares of Vanguard Morningstar Total Stock Market ETF worth $42.1M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 6,979 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5M.
  • Vanguard Morningstar Total Stock Market ETF made up 12.71% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #1 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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