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Foundations Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Foundations Investment Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.5M Sell
651,870
-19,932
-3% -$1.55M 0.59% 44
2025
Q4 		$54.6M Sell
671,802
-18,576
-3% -$1.51M 0.72% 37
2025
Q3 		$55.2M Buy
690,378
+120,198
+21% +$9.19M 0.8% 30
2025
Q2 		$41.7M Buy
570,180
+122,844
+27% +$8.09M 0.66% 41
2025
Q1 		$27.6M Sell
447,336
-149,298
-25% -$10.1M 0.51% 47
2024
Q4 		$40.8M Buy
596,634
+184,314
+45% +$12.4M 0.79% 32
2024
Q3 		$26.4M Sell
412,320
-70,176
-15% -$4.35M 0.55% 44
2024
Q2 		$30.1M Buy
482,496
+36,492
+8% +$2.13M 0.73% 32
2024
Q1 		$25.6M Buy
446,004
+93,702
+27% +$5.15M 0.67% 33
2023
Q4 		$19M Sell
352,302
-48,936
-12% -$2.36M 0.51% 45
2023
Q3 		$18.2M Buy
401,238
+180,084
+81% +$8.51M 0.56% 40
2023
Q2 		$10.4M Buy
221,154
+7,434
+3% +$322K 0.35% 53
2023
Q1 		$8.89M Buy
213,720
+74,712
+54% +$2.91M 0.32% 53
2022
Q4 		$4.94M Buy
139,008
+75,288
+118% +$2.77M 0.2% 66
2022
Q3 		$2.27M Buy
63,720
+984
+2% +$39.6K 0.1% 89
2022
Q2 		$2.41M Buy
62,736
+36,174
+136% +$1.49M 0.1% 88
2022
Q1 		$1.2M Sell
26,562
-29,928
-53% -$1.42M 0.05% 115
2021
Q4 		$2.91M Buy
+56,490
New +$2.94M 0.11% 73
2021
Q3 		– Sell
-33,036
Closed -$1.61M – 340
2021
Q2 		$1.61M Sell
33,036
-1,404
-4% -$63.8K 0.08% 83
2021
Q1 		$1.53M Buy
34,440
+4,500
+15% +$193K 0.09% 72
2020
Q4 		$1.28M Buy
+29,940
New +$1.2M 0.08% 66
2020
Q1 		– Sell
-1,703,208
Closed -$52.4M – 148
2019
Q4 		$52.4M Sell
1,703,208
-418,458
-20% -$12.1M 6.45% 5
2019
Q3 		$57.9M Buy
2,121,666
+221,148
+12% +$6.14M 7.59% 2
2019
Q2 		$52.9M Buy
1,900,518
+1,886,520
+13,477% +$50.4M 7.95% 4
2019
Q1 		$365K Buy
+13,998
New +$345K 0.06% 73

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Foundations Investment Advisors reduced its Vanguard Growth ETF (VUG) stake by 3% in Q1 2026, selling an estimated $1.55M and leaving 651,870 shares worth $47.5M. The position accounts for 0.59% of the portfolio, ranked #44.

Foundations Investment Advisors first reported a position in VUG in Q1 2019 and has held it in 25 quarters since. The position peaked at $57.9M in Q3 2019. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Foundations Investment Advisors held 651,870 shares of Vanguard Growth ETF worth $47.5M as of Q1 2026.
  • Foundations Investment Advisors sold 19,932 Vanguard Growth ETF shares in Q1 2026, an estimated $1.55M.
  • Vanguard Growth ETF made up 0.59% of Foundations Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 25 quarters since.
  • Foundations Investment Advisors's Vanguard Growth ETF position peaked at $57.9M in Q3 2019.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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