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

Foundations Investment Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
3,118
+148
+5% +$50.4K 0.01% 541
2026
Q1 		$898K Sell
2,970
-396
-12% -$124K 0.01% 547
2025
Q4 		$1.02M Buy
3,366
+107
+3% +$32.3K 0.01% 510
2025
Q3 		$970K Buy
3,259
+1,602
+97% +$462K 0.01% 475
2025
Q2 		$459K Sell
1,657
-914
-36% -$235K 0.01% 607
2025
Q1 		$647K Sell
2,571
-229
-8% -$63.5K 0.01% 503
2024
Q4 		$784K Buy
2,800
+1,292
+86% +$365K 0.02% 449
2024
Q3 		$403K Buy
1,508
+289
+24% +$74.1K 0.01% 565
2024
Q2 		$305K Buy
1,219
+105
+9% +$26.2K 0.01% 607
2024
Q1 		$290K Buy
1,114
+12
+1% +$2.95K 0.01% 587
2023
Q4 		$263K Sell
1,102
-697
-39% -$151K 0.01% 584
2023
Q3 		$385K Buy
+1,799
New +$409K 0.01% 452
2022
Q1 		– Sell
-3,260
Closed -$866K – 369
2021
Q4 		$866K Buy
+3,260
New +$935K 0.03% 136
2020
Q3 		– Sell
-462,492
Closed -$93.2M – 186
2020
Q2 		$93.2M Buy
+462,492
New +$83.5M 8.25% 4

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5% in Q2 2026, buying an estimated $50.4K and bringing the position to 3,118 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #541.

Foundations Investment Advisors first reported a position in VBK in Q2 2020 and has held it in 14 quarters since. The position peaked at $93.2M in Q2 2020. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Foundations Investment Advisors held 3,118 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.14M as of Q2 2026.
  • Foundations Investment Advisors bought 148 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $50.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #541 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $93.2M in Q2 2020.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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