Foundations Investment Advisors, LLC
EndowmentPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1743404
PHOENIX, AZ
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,922,683
+$426,062 QoQ
Shares Held
9,642
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#219
of 556 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,922,683 | 9,642 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,496,621 | 9,532 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,670,040 | 10,351 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,774,449 | 10,911 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,045,792 | 4,413 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,191,462 | 5,373 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,059,875 | 4,411 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $921,798 | 3,886 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $881,317 | 4,042 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $935,847 | 4,094 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $902,172 | 4,229 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $688,971 | 3,644 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $914,297 | 4,597 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $703,078 | 3,709 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $623,668 | 3,398 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $529,650 | 3,099 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $523,222 | 2,971 | Shares | Sole | 2022-07-08 | |
| 2021-12-31 | $346,247 | 1,532 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $876,210 | 4,007 | Shares | Sole | 2021-10-13 | |
| 2020-06-30 | $7,385,381 | 50,682 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||