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Foundations Investment Advisors’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundations Investment Advisors's VBR Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 14% in Q1 2026, buying an estimated $73.3K and bringing the position to 2,617 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #673.

Foundations Investment Advisors first reported a position in VBR in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.41M in Q1 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Foundations Investment Advisors held 2,617 shares of Vanguard Small-Cap Value ETF worth $569K as of Q1 2026.
  • Foundations Investment Advisors bought 328 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $73.3K.
  • Vanguard Small-Cap Value ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #673 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 7 quarters since.
  • Foundations Investment Advisors's Vanguard Small-Cap Value ETF position peaked at $2.41M in Q1 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.