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Foundations Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Foundations Investment Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
3,709
+520
+16% +$173K 0.01% 512
2026
Q1 		$953K Buy
3,189
+382
+14% +$120K 0.01% 532
2025
Q4 		$884K Buy
2,807
+185
+7% +$57.8K 0.01% 545
2025
Q3 		$807K Sell
2,622
-31
-1% -$9.18K 0.01% 520
2025
Q2 		$757K Sell
2,653
-1,081
-29% -$285K 0.01% 491
2025
Q1 		$960K Sell
3,734
-807
-18% -$219K 0.02% 411
2024
Q4 		$1.22M Sell
4,541
-1,240
-21% -$336K 0.02% 368
2024
Q3 		$1.52M Buy
5,781
+1,606
+38% +$407K 0.03% 306
2024
Q2 		$1.04M Buy
4,175
+1,803
+76% +$433K 0.03% 329
2024
Q1 		$569K Sell
2,372
-4,839
-67% -$1.11M 0.01% 443
2023
Q4 		$1.62M Buy
7,211
+4,864
+207% +$994K 0.04% 249
2023
Q3 		$459K Buy
2,347
+160
+7% +$32.6K 0.01% 406
2023
Q2 		$443K Buy
2,187
+541
+33% +$104K 0.01% 386
2023
Q1 		$308K Buy
1,646
+120
+8% +$21.8K 0.01% 394
2022
Q4 		$266K Buy
+1,526
New +$268K 0.01% 362
2022
Q2 		– Sell
-996
Closed -$201K – 423
2022
Q1 		$201K Sell
996
-6,420
-87% -$1.32M 0.01% 336
2021
Q4 		$1.62M Buy
7,416
+6,308
+569% +$1.35M 0.06% 97
2021
Q3 		$224K Buy
1,108
+4
+0.4% +$827 0.01% 284
2021
Q2 		$225K Buy
+1,104
New +$215K 0.01% 270

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Foundations Investment Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, buying an estimated $173K and bringing the position to 3,709 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #512.

Foundations Investment Advisors first reported a position in VV in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q4 2023. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Foundations Investment Advisors held 3,709 shares of Vanguard Morningstar Large-Cap ETF worth $1.28M as of Q2 2026.
  • Foundations Investment Advisors bought 520 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #512 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • Foundations Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.62M in Q4 2023.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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