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

Foundations Investment Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$661K	Buy	2,719 +102	+4%	+$23.7K	0.01%	691
2026 Q1	$569K	Buy	2,617 +328	+14%	+$73.3K	0.01%	673
2025 Q4	$485K	Buy	2,289 +164	+8%	+$34.3K	0.01%	722
2025 Q3	$444K	Buy	2,125 +319	+18%	+$65.2K	0.01%	691
2025 Q2	$352K	Sell	1,806 -11,135	-86%	-$2.06M	0.01%	691
2025 Q1	$2.41M	Buy	12,941 +1,296	+11%	+$256K	0.04%	271
2024 Q4	$2.31M	Buy	+11,645	New	+$2.39M	0.04%	265
2023 Q3	–	Sell	-11,717	Closed	-$1.94M	–	678
2023 Q2	$1.94M	Buy	+11,717	New	+$1.84M	0.06%	195

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.9% in Q2 2026, buying an estimated $23.7K and bringing the position to 2,719 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #691.

Foundations Investment Advisors first reported a position in VBR in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.41M in Q1 2025. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Foundations Investment Advisors held 2,719 shares of Vanguard Morningstar Small-Cap Value ETF worth $661K as of Q2 2026.
Foundations Investment Advisors bought 102 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $23.7K.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #691 holding.
Foundations Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 8 quarters since.
Foundations Investment Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.41M in Q1 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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