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Foundations Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Foundations Investment Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Buy
9,642
+110
+1% +$31.5K 0.03% 338
2026
Q1 		$2.5M Sell
9,532
-819
-8% -$222K 0.03% 325
2025
Q4 		$2.67M Sell
10,351
-560
-5% -$143K 0.04% 303
2025
Q3 		$2.77M Buy
10,911
+6,498
+147% +$1.61M 0.04% 285
2025
Q2 		$1.05M Sell
4,413
-960
-18% -$214K 0.02% 425
2025
Q1 		$1.19M Buy
5,373
+962
+22% +$230K 0.02% 370
2024
Q4 		$1.06M Buy
4,411
+525
+14% +$129K 0.02% 386
2024
Q3 		$922K Sell
3,886
-156
-4% -$35.4K 0.02% 374
2024
Q2 		$881K Sell
4,042
-52
-1% -$11.4K 0.02% 359
2024
Q1 		$936K Sell
4,094
-135
-3% -$29K 0.02% 331
2023
Q4 		$890K Buy
4,229
+585
+16% +$113K 0.02% 328
2023
Q3 		$689K Sell
3,644
-953
-21% -$190K 0.02% 333
2023
Q2 		$914K Buy
4,597
+888
+24% +$168K 0.03% 278
2023
Q1 		$703K Buy
3,709
+311
+9% +$60.3K 0.03% 275
2022
Q4 		$624K Buy
3,398
+299
+10% +$55.4K 0.02% 252
2022
Q3 		$530K Buy
3,099
+128
+4% +$24.2K 0.02% 234
2022
Q2 		$529K Buy
+2,971
New +$574K 0.02% 217
2022
Q1 		– Sell
-1,532
Closed -$340K – 368
2021
Q4 		$340K Sell
1,532
-2,475
-62% -$562K 0.01% 256
2021
Q3 		$885K Buy
+4,007
New +$891K 0.04% 121
2020
Q3 		– Sell
-50,682
Closed -$7.39M – 185
2020
Q2 		$7.39M Buy
+50,682
New +$6.81M 0.65% 18

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Foundations Investment Advisors's VB Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, buying an estimated $31.5K and bringing the position to 9,642 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #338.

Foundations Investment Advisors first reported a position in VB in Q2 2020 and has held it in 20 quarters since. The position peaked at $7.39M in Q2 2020. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Foundations Investment Advisors held 9,642 shares of Vanguard Morningstar Small-Cap ETF worth $2.92M as of Q2 2026.
  • Foundations Investment Advisors bought 110 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $31.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #338 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 20 quarters since.
  • Foundations Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $7.39M in Q2 2020.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.