Vanguard Group
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Vanguard Group’s Finance of America Companies FOA Stock Holding History

Vanguard Group’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.21M Sell
174,094
-154,619
-47% -$3.52M ﹤0.01% 3321
2025
Q3 		$7.37M Sell
328,713
-50,758
-13% -$1.27M ﹤0.01% 3135
2025
Q2 		$8.85M Buy
379,471
+29,688
+8% +$625K ﹤0.01% 2967
2025
Q1 		$7.44M Buy
349,783
+63,159
+22% +$1.54M ﹤0.01% 3006
2024
Q4 		$8.06M Buy
286,624
+81,829
+40% +$1.46M ﹤0.01% 3061
2024
Q3 		$2.37M Buy
204,795
+12,072
+6% +$97K ﹤0.01% 3501
2024
Q2 		$950K Sell
192,723
-26,632
-12% -$162K ﹤0.01% 3802
2024
Q1 		$1.61M Buy
219,355
+2,475
+1% +$21.5K ﹤0.01% 3660
2023
Q4 		$2.39M Buy
216,880
+1,729
+0.8% +$17.8K ﹤0.01% 3540
2023
Q3 		$2.75M Buy
215,151
+2,916
+1% +$48.3K ﹤0.01% 3483
2023
Q2 		$4.05M Buy
212,235
+14,065
+7% +$236K ﹤0.01% 3404
2023
Q1 		$2.46M Buy
198,170
+1,647
+0.8% +$25.1K ﹤0.01% 3599
2022
Q4 		$2.5M Sell
196,523
-5,894
-3% -$86.4K ﹤0.01% 3585
2022
Q3 		$3M Buy
202,417
+103,158
+104% +$1.63M ﹤0.01% 3585
2022
Q2 		$1.56M Buy
99,259
+12,671
+15% +$293K ﹤0.01% 3921
2022
Q1 		$2.63M Sell
86,588
-34,636
-29% -$1.21M ﹤0.01% 3845
2021
Q4 		$4.81M Buy
121,224
+15,791
+15% +$749K ﹤0.01% 3635
2021
Q3 		$5.22M Buy
105,433
+1,581
+2% +$93.9K ﹤0.01% 3630
2021
Q2 		$7.92M Buy
+103,852
New +$10.1M ﹤0.01% 3330

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Vanguard Group's FOA Position: Q4 2025 in Review

Vanguard Group reduced its Finance of America Companies (FOA) stake by 47% in Q4 2025, selling an estimated $3.52M and leaving 174,094 shares worth $4.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Vanguard Group first reported a position in FOA in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.85M in Q2 2025. 67 funds tracked by Wall St. Rank hold FOA as of Q4 2025.

  • Vanguard Group held 174,094 shares of Finance of America Companies worth $4.21M as of Q4 2025.
  • Vanguard Group sold 154,619 Finance of America Companies shares in Q4 2025, an estimated $3.52M.
  • Finance of America Companies made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3321 holding.
  • Vanguard Group first reported a position in Finance of America Companies in Q2 2021 and has held it in 19 quarters since.
  • Vanguard Group's Finance of America Companies position peaked at $8.85M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.