Foundations Investment Advisors, LLC

Endowment

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1743404 PHOENIX, AZ

Position in VIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,659,328

+$14,492 QoQ

Shares Held

15,465

-8.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#234

of 591 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,659,328	15,465	-8.8%	Shares	Sole	2026-08-14
2026-03-31	$3,644,836	16,948	-19.3%	Shares	Sole	2026-05-11
2025-12-31	$4,618,237	21,013	+51.1%	Shares	Sole	2026-02-10
2025-09-30	$3,000,128	13,903	+21.4%	Shares	Sole	2025-11-03
2025-06-30	$2,343,676	11,451	-57.9%	Shares	Sole	2025-08-08
2025-03-31	$5,277,109	27,203	+0.4%	Shares	Sole	2025-05-07
2024-12-31	$5,305,818	27,094	+140.5%	Shares	Sole	2025-01-22
2024-09-30	$2,231,542	11,267	+12.5%	Shares	Sole	2024-10-21
2024-06-30	$1,827,508	10,011	+11.5%	Shares	Sole	2024-08-02
2024-03-31	$1,638,924	8,975	-1.8%	Shares	Sole	2024-05-13
2023-12-31	$1,556,604	9,135	-26.8%	Shares	Sole	2024-02-08
2023-09-30	$1,940,230	12,487	+8.8%	Shares	Sole	2023-10-05
2023-06-30	$1,864,209	11,477	-32.5%	Shares	Sole	2023-07-19
2023-03-31	$2,620,326	17,014	-34.4%	Shares	Sole	2023-04-25
2022-12-31	$3,940,507	25,950	-1.2%	Shares	Sole	2023-01-11
2022-09-30	$3,551,193	26,274	+0.6%	Shares	Sole	2022-10-19
2022-06-30	$3,747,723	26,122	+1837.8%	Shares	Sole	2022-07-08
2022-03-31	$218,591	1,348	-28.0%	Shares	Sole	2022-04-19
2021-09-30	$287,385	1,871	-51.0%	Shares	Sole	2021-10-13
2020-09-30	$491,095	3,817	—	Shares	Sole	2020-10-07
No filing history on record for this holder in this stock.