Foundation Wealth Management, LLC\PA
EndowmentPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011000
MEDIA, PA
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$353,853
+$32,706 QoQ
Shares Held
1,351
+8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,853 | 1,351 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $321,147 | 1,245 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $316,578 | 1,245 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $295,040 | 1,245 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $276,078 | 1,245 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $306,837 | 1,277 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||