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

Foundations Investment Advisors’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$382K	Sell	1,247 -708	-36%	-$204K	﹤0.01%	862
2026 Q1	$503K	Buy	1,955 +327	+20%	+$89.7K	0.01%	720
2025 Q4	$454K	Sell	1,628 -3,676	-69%	-$1.05M	0.01%	744
2025 Q3	$1.56M	Buy	+5,304	New	+$1.53M	0.02%	360
2025 Q2	–	Sell	-875	Closed	-$214K	–	992
2025 Q1	$214K	Buy	+875	New	+$228K	﹤0.01%	805
2023 Q4	–	Sell	-1,163	Closed	-$227K	–	732
2023 Q3	$227K	Buy	+1,163	New	+$237K	0.01%	578
2022 Q2	–	Sell	-11,355	Closed	-$2.43M	–	421
2022 Q1	$2.43M	Buy	11,355 +366	+3%	+$80.8K	0.09%	85
2021 Q4	$2.62M	Buy	+10,989	New	+$2.77M	0.1%	79
2018 Q4	–	Sell	-132,060	Closed	-$18.8M	–	133
2018 Q3	$18.8M	Buy	132,060 +13,944	+12%	+$1.95M	4.58%	7
2018 Q2	$15.9M	Buy	+118,116	New	+$15.7M	4.23%	8

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Foundations Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 36% in Q2 2026, selling an estimated $204K and leaving 1,247 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Foundations Investment Advisors first reported a position in VOT in Q2 2018 and has held it in 10 quarters since. The position peaked at $18.8M in Q3 2018. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Foundations Investment Advisors held 1,247 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $382K as of Q2 2026.
Foundations Investment Advisors sold 708 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $204K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #862 holding.
Foundations Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 10 quarters since.
Foundations Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $18.8M in Q3 2018.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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