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

Foundations Investment Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Buy
10,201
+40
+0.4% +$7.74K 0.02% 402
2026
Q1 		$1.87M Sell
10,161
-1,351
-12% -$252K 0.02% 390
2025
Q4 		$2.04M Buy
11,512
+1,203
+12% +$211K 0.03% 342
2025
Q3 		$1.8M Buy
10,309
+8,064
+359% +$1.37M 0.03% 330
2025
Q2 		$369K Sell
2,245
-13,805
-86% -$2.19M 0.01% 679
2025
Q1 		$2.58M Buy
16,050
+47
+0.3% +$7.68K 0.05% 265
2024
Q4 		$2.59M Buy
16,003
+13,436
+523% +$2.27M 0.05% 249
2024
Q3 		$430K Sell
2,567
-201
-7% -$32K 0.01% 550
2024
Q2 		$416K Buy
2,768
+1,259
+83% +$191K 0.01% 534
2024
Q1 		$235K Sell
1,509
-2,833
-65% -$416K 0.01% 636
2023
Q4 		$627K Sell
4,342
-516
-11% -$69.3K 0.02% 390
2023
Q3 		$636K Buy
4,858
+3,267
+205% +$452K 0.02% 347
2023
Q2 		$220K Buy
+1,591
New +$212K 0.01% 531
2023
Q1 		– Sell
-22,640
Closed -$3.06M – 539
2022
Q4 		$3.06M Buy
22,640
+4,597
+25% +$617K 0.12% 95
2022
Q3 		$2.2M Buy
18,043
+2,841
+19% +$385K 0.1% 92
2022
Q2 		$1.98M Buy
15,202
+2,622
+21% +$371K 0.08% 98
2022
Q1 		$1.88M Buy
12,580
+626
+5% +$92.1K 0.07% 97
2021
Q4 		$1.82M Sell
11,954
-736
-6% -$108K 0.07% 93
2021
Q3 		$1.8M Sell
12,690
-116,999
-90% -$16.6M 0.08% 85
2021
Q2 		$18.3M Sell
129,689
-9,860
-7% -$1.39M 0.88% 15
2021
Q1 		$19.1M Buy
139,549
+111,166
+392% +$14.2M 1.1% 12
2020
Q4 		$3.47M Buy
28,383
+15,099
+114% +$1.69M 0.23% 35
2020
Q3 		$1.37M Buy
13,284
+3,019
+29% +$306K 0.3% 51
2020
Q2 		$981K Sell
10,265
-3,277
-24% -$301K 0.09% 77
2020
Q1 		$1.04M Sell
13,542
-246,818
-95% -$26.6M 0.12% 40
2019
Q4 		$30.8M Buy
260,360
+94,291
+57% +$10.9M 3.78% 11
2019
Q3 		$18.2M Buy
166,069
+159,685
+2,501% +$17.7M 2.39% 15
2019
Q2 		$722K Buy
+6,384
New +$699K 0.11% 70
2018
Q4 		– Sell
-268,821
Closed -$30.4M – 132
2018
Q3 		$30.4M Buy
268,821
+29,065
+12% +$3.3M 7.4% 4
2018
Q2 		$26.5M Buy
+239,756
New +$26.6M 7.06% 4

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.39% in Q2 2026, buying an estimated $7.74K and bringing the position to 10,201 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #402.

Foundations Investment Advisors first reported a position in VOE in Q2 2018 and has held it in 30 quarters since. The position peaked at $30.8M in Q4 2019. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Foundations Investment Advisors held 10,201 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.02M as of Q2 2026.
  • Foundations Investment Advisors bought 40 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.74K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #402 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and has held it in 30 quarters since.
  • Foundations Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $30.8M in Q4 2019.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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