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

Foundations Investment Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.61M Buy
19,443
+3,171
+19% +$252K 0.02% 460
2026
Q1 		$1.11M Sell
16,272
-294
-2% -$21.3K 0.01% 501
2025
Q4 		$1.23M Buy
16,566
+1,872
+13% +$138K 0.02% 452
2025
Q3 		$1.07M Buy
14,694
+1,524
+12% +$105K 0.02% 448
2025
Q2 		$870K Buy
13,170
+1,968
+18% +$117K 0.01% 464
2025
Q1 		$625K Sell
11,202
-24
-0.2% -$1.46K 0.01% 515
2024
Q4 		$685K Buy
11,226
+1,638
+17% +$98.2K 0.01% 474
2024
Q3 		$552K Buy
9,588
+396
+4% +$22K 0.01% 501
2024
Q2 		$511K Buy
9,192
+402
+5% +$20.8K 0.01% 491
2024
Q1 		$446K Buy
8,790
+2,010
+30% +$97.1K 0.01% 491
2023
Q4 		$320K Buy
+6,780
New +$290K 0.01% 534

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 19% in Q2 2026, buying an estimated $252K and bringing the position to 19,443 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #460.

Foundations Investment Advisors first reported a position in VOOG in Q4 2023 and has held it in 11 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Foundations Investment Advisors held 19,443 shares of Vanguard S&P 500 Growth ETF worth $1.61M as of Q2 2026.
  • Foundations Investment Advisors bought 3,171 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $252K.
  • Vanguard S&P 500 Growth ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #460 holding.
  • Foundations Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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