Foundations Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,843	Closed	-$205K	–	1257
2025 Q4	$205K	Sell	1,843 -125	-6%	-$13.9K	﹤0.01%	1056
2025 Q3	$217K	Sell	1,968 -17,812	-90%	-$1.9M	﹤0.01%	971
2025 Q2	$2M	Buy	19,780 +1,741	+10%	+$166K	0.03%	312
2025 Q1	$1.74M	Buy	18,039 +4,512	+33%	+$469K	0.03%	313
2024 Q4	$1.43M	Buy	13,527 +1,443	+12%	+$160K	0.03%	342
2024 Q3	$1.31M	Buy	12,084 +3,505	+41%	+$365K	0.03%	321
2024 Q2	$843K	Buy	8,579 +1,420	+20%	+$140K	0.02%	376
2024 Q1	$727K	Buy	7,159 +510	+8%	+$49.6K	0.02%	389
2023 Q4	$639K	Buy	6,649 +2,537	+62%	+$226K	0.02%	386
2023 Q3	$359K	Sell	4,112 -288	-7%	-$26.5K	0.01%	468
2023 Q2	$404K	Buy	4,400 +1,535	+54%	+$134K	0.01%	404
2023 Q1	$254K	Buy	+2,865	New	+$262K	0.01%	425

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Foundations Investment Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026, closing a stake of 1,843 shares — an estimated $205K sold.

Foundations Investment Advisors first reported a position in VIOO in Q1 2023 and held it in 12 quarters. The position peaked at $2M in Q2 2025. 381 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Foundations Investment Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 1,843 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $205K.
Foundations Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and held it in 12 quarters.
Foundations Investment Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $2M in Q2 2025.
381 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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