FIA
VOE icon

Foundations Investment Advisors’s Vanguard 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
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 $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Foundations Investment Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 12% in Q1 2026, selling an estimated $252K and leaving 10,161 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #390.

Foundations Investment Advisors first reported a position in VOE in Q2 2018 and has held it in 29 quarters since. The position peaked at $30.8M in Q4 2019. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Foundations Investment Advisors held 10,161 shares of Vanguard Mid-Cap Value ETF worth $1.87M as of Q1 2026.
  • Foundations Investment Advisors sold 1,351 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $252K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #390 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2018 and has held it in 29 quarters since.
  • Foundations Investment Advisors's Vanguard Mid-Cap Value ETF position peaked at $30.8M in Q4 2019.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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