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Foundations Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Foundations Investment Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Buy
31,762
+3,410
+12% +$264K 0.03% 355
2026
Q1 		$2.04M Buy
28,352
+3,480
+14% +$259K 0.03% 374
2025
Q4 		$1.8M Buy
24,872
+6,464
+35% +$470K 0.02% 373
2025
Q3 		$1.35M Sell
18,408
-1,284
-7% -$92.2K 0.02% 397
2025
Q2 		$1.38M Buy
19,692
+6,092
+45% +$400K 0.02% 364
2025
Q1 		$879K Sell
13,600
-372
-3% -$25K 0.02% 436
2024
Q4 		$923K Buy
13,972
+3,016
+28% +$205K 0.02% 420
2024
Q3 		$723K Buy
10,956
+984
+10% +$61.8K 0.02% 428
2024
Q2 		$604K Sell
9,972
-8,880
-47% -$540K 0.01% 451
2024
Q1 		$1.18M Sell
18,852
-10,156
-35% -$600K 0.03% 296
2023
Q4 		$1.68M Buy
29,008
+15,568
+116% +$832K 0.05% 247
2023
Q3 		$700K Sell
13,440
-19,228
-59% -$1.05M 0.02% 332
2023
Q2 		$1.8M Buy
32,668
+22,996
+238% +$1.21M 0.06% 204
2023
Q1 		$510K Buy
9,672
+5,268
+120% +$280K 0.02% 319
2022
Q4 		$224K Buy
+4,404
New +$224K 0.01% 393
2022
Q1 		– Sell
-55,128
Closed -$3.42M – 371
2021
Q4 		$3.42M Buy
55,128
+22,452
+69% +$1.41M 0.13% 64
2021
Q3 		$1.95M Buy
32,676
+28,452
+674% +$1.72M 0.09% 83
2021
Q2 		$253K Buy
4,224
+476
+13% +$27.6K 0.01% 253
2021
Q1 		$212K Buy
+3,748
New +$203K 0.01% 208
2018
Q4 		– Sell
-381,992
Closed -$15.7M – 131
2018
Q3 		$15.7M Buy
381,992
+37,424
+11% +$1.53M 3.82% 11
2018
Q2 		$13.6M Buy
+344,568
New +$13.5M 3.62% 12

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $264K and bringing the position to 31,762 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #355.

Foundations Investment Advisors first reported a position in VO in Q2 2018 and has held it in 21 quarters since. The position peaked at $15.7M in Q3 2018. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Foundations Investment Advisors held 31,762 shares of Vanguard Morningstar Mid-Cap ETF worth $2.56M as of Q2 2026.
  • Foundations Investment Advisors bought 3,410 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $264K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #355 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and has held it in 21 quarters since.
  • Foundations Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $15.7M in Q3 2018.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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