Foundations Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5M	Sell	213,183 -38,145	-15%	-$2.94M	0.17%	135
2026 Q1	$19.4M	Buy	251,328 +32,866	+15%	+$2.56M	0.24%	98
2025 Q4	$17M	Buy	218,462 +18,790	+9%	+$1.47M	0.22%	103
2025 Q3	$15.7M	Buy	199,672 +12,470	+7%	+$968K	0.23%	104
2025 Q2	$14.5M	Buy	187,202 +12,448	+7%	+$954K	0.23%	111
2025 Q1	$13.5M	Buy	174,754 +3,654	+2%	+$280K	0.25%	102
2024 Q4	$13M	Sell	171,100 -41,235	-19%	-$3.18M	0.25%	93
2024 Q3	$16.8M	Buy	+212,335	New	+$16.6M	0.35%	66

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

Foundations Investment Advisors reduced its Vanguard Core Bond ETF (VCRB) stake by 15% in Q2 2026, selling an estimated $2.94M and leaving 213,183 shares worth $16.5M. The position accounts for 0.17% of the portfolio, ranked #135.

Foundations Investment Advisors first reported a position in VCRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.4M in Q1 2026. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Foundations Investment Advisors held 213,183 shares of Vanguard Core Bond ETF worth $16.5M as of Q2 2026.
Foundations Investment Advisors sold 38,145 Vanguard Core Bond ETF shares in Q2 2026, an estimated $2.94M.
Vanguard Core Bond ETF made up 0.17% of Foundations Investment Advisors's portfolio in Q2 2026, its #135 holding.
Foundations Investment Advisors first reported a position in Vanguard Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's Vanguard Core Bond ETF position peaked at $19.4M in Q1 2026.
307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

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