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Foundations Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Foundations Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.1M Buy
90,423
+5,445
+6% +$3.63M 0.64% 40
2026
Q1 		$50.8M Buy
84,978
+4,127
+5% +$2.58M 0.63% 40
2025
Q4 		$50.7M Buy
80,851
+6,237
+8% +$3.88M 0.66% 43
2025
Q3 		$45.7M Buy
74,614
+4,166
+6% +$2.46M 0.66% 37
2025
Q2 		$40M Buy
70,448
+18,111
+35% +$9.52M 0.63% 42
2025
Q1 		$26.9M Sell
52,337
-2,221
-4% -$1.2M 0.5% 53
2024
Q4 		$29.4M Sell
54,558
-334
-0.6% -$181K 0.57% 44
2024
Q3 		$29M Buy
54,892
+6,824
+14% +$3.47M 0.61% 39
2024
Q2 		$24M Buy
48,068
+3,149
+7% +$1.52M 0.58% 39
2024
Q1 		$21.6M Sell
44,919
-1,031
-2% -$472K 0.57% 39
2023
Q4 		$20.7M Sell
45,950
-3,334
-7% -$1.36M 0.55% 43
2023
Q3 		$19.4M Buy
49,284
+9,720
+25% +$3.97M 0.6% 36
2023
Q2 		$16.1M Buy
39,564
+8,838
+29% +$3.41M 0.53% 35
2023
Q1 		$11.6M Buy
30,726
+2,554
+9% +$937K 0.41% 38
2022
Q4 		$9.9M Buy
28,172
+20,957
+290% +$7.4M 0.39% 43
2022
Q3 		$2.37M Sell
7,215
-626
-8% -$229K 0.1% 85
2022
Q2 		$2.76M Buy
7,841
+279
+4% +$105K 0.12% 82
2022
Q1 		$3.04M Sell
7,562
-1,652
-18% -$676K 0.12% 70
2021
Q4 		$3.99M Sell
9,214
-7,441
-45% -$3.14M 0.15% 54
2021
Q3 		$6.63M Buy
16,655
+6,181
+59% +$2.51M 0.29% 28
2021
Q2 		$4.19M Buy
+10,474
New +$4.02M 0.2% 52
2020
Q4 		– Sell
-22,813
Closed -$7M – 207
2020
Q3 		$7M Buy
+22,813
New +$6.95M 1.54% 9

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 6.4% in Q2 2026, buying an estimated $3.63M and bringing the position to 90,423 shares worth $62.1M. The position accounts for 0.64% of the portfolio, ranked #40.

Foundations Investment Advisors first reported a position in VOO in Q3 2020 and has held it in 22 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Foundations Investment Advisors held 90,423 shares of Vanguard S&P 500 ETF worth $62.1M as of Q2 2026.
  • Foundations Investment Advisors bought 5,445 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.63M.
  • Vanguard S&P 500 ETF made up 0.64% of Foundations Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Foundations Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 22 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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