Foundations Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$680K	Buy	4,914 +1,431	+41%	+$206K	0.01%	627
2025 Q4	$491K	Buy	3,483 +438	+14%	+$61.2K	0.01%	720
2025 Q3	$420K	Sell	3,045 -6,286	-67%	-$835K	0.01%	721
2025 Q2	$1.2M	Buy	+9,331	New	+$1.12M	0.02%	391

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard Total World Stock ETF (VT) stake by 41% in Q1 2026, buying an estimated $206K and bringing the position to 4,914 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #627.

Foundations Investment Advisors first reported a position in VT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Foundations Investment Advisors held 4,914 shares of Vanguard Total World Stock ETF worth $680K as of Q1 2026.
Foundations Investment Advisors bought 1,431 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $206K.
Vanguard Total World Stock ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #627 holding.
Foundations Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 4 quarters since.
Foundations Investment Advisors's Vanguard Total World Stock ETF position peaked at $1.2M in Q2 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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