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Foundations Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Foundations Investment Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44M Buy
118,816
+18,529
+18% +$6.63M 0.45% 59
2026
Q1 		$32.2M Sell
100,287
-4,597
-4% -$1.54M 0.4% 65
2025
Q4 		$35.2M Buy
104,884
+9,576
+10% +$3.19M 0.46% 59
2025
Q3 		$31.3M Sell
95,308
-35,824
-27% -$11.3M 0.45% 56
2025
Q2 		$39.9M Buy
131,132
+30,560
+30% +$8.6M 0.63% 43
2025
Q1 		$27.6M Buy
100,572
+14,028
+16% +$4.08M 0.51% 48
2024
Q4 		$25.1M Buy
86,544
+8,182
+10% +$2.39M 0.48% 51
2024
Q3 		$22.2M Buy
78,362
+6,250
+9% +$1.7M 0.47% 54
2024
Q2 		$19.3M Buy
72,112
+6,518
+10% +$1.69M 0.47% 53
2024
Q1 		$17M Buy
65,594
+20,798
+46% +$5.15M 0.45% 57
2023
Q4 		$10.9M Buy
44,796
+15,303
+52% +$3.38M 0.29% 68
2023
Q3 		$6.26M Buy
29,493
+5,866
+25% +$1.3M 0.19% 96
2023
Q2 		$5.2M Sell
23,627
-886
-4% -$185K 0.17% 89
2023
Q1 		$5M Buy
24,513
+6,657
+37% +$1.33M 0.18% 85
2022
Q4 		$3.41M Buy
17,856
+12,514
+234% +$2.41M 0.14% 83
2022
Q3 		$959K Sell
5,342
-2,617
-33% -$522K 0.04% 177
2022
Q2 		$1.52M Buy
7,959
+419
+6% +$86.1K 0.06% 112
2022
Q1 		$1.66M Sell
7,540
-7,414
-50% -$1.67M 0.06% 101
2021
Q4 		$3.56M Sell
14,954
-1,706
-10% -$403K 0.13% 63
2021
Q3 		$3.73M Buy
16,660
+10,382
+165% +$2.37M 0.16% 51
2021
Q2 		$1.42M Sell
6,278
-1,487
-19% -$323K 0.07% 87
2021
Q1 		$1.64M Buy
7,765
+4,111
+113% +$832K 0.09% 69
2020
Q4 		$728K Buy
3,654
+990
+37% +$181K 0.05% 91
2020
Q3 		$454K Sell
2,664
-335
-11% -$56.3K 0.1% 114
2020
Q2 		$474K Sell
2,999
-557
-16% -$82.1K 0.04% 104
2020
Q1 		$437K Buy
3,556
+1,322
+59% +$204K 0.05% 76
2019
Q4 		$367K Sell
2,234
-648
-22% -$102K 0.05% 105
2019
Q3 		$426K Buy
2,882
+1,425
+98% +$215K 0.06% 94
2019
Q2 		$222K Buy
+1,457
New +$215K 0.03% 113

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 18% in Q2 2026, buying an estimated $6.63M and bringing the position to 118,816 shares worth $44M. The position accounts for 0.45% of the portfolio, ranked #59.

Foundations Investment Advisors first reported a position in VTI in Q2 2019 and has held it in 29 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Foundations Investment Advisors held 118,816 shares of Vanguard Morningstar Total Stock Market ETF worth $44M as of Q2 2026.
  • Foundations Investment Advisors bought 18,529 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.63M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.45% of Foundations Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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