Skip to content
Disclosery

Foundations Investment Advisors, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.

Foundations Investment Advisors, LLC held 658,936 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 658,936 shares
    Change vs previous 13F +550,291 shares

    0.58% of the 13F portfolio, value $56,760,740.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,645 shares
    Change vs previous 13F -3,322 shares

    0.59% of the 13F portfolio, value $47,455,183.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 111,967 shares
    Change vs previous 13F -3,096 shares

    0.72% of the 13F portfolio, value $54,624,207.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,063 shares
    Change vs previous 13F +20,033 shares

    0.8% of the 13F portfolio, value $55,185,386.

    13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,030 shares
    Change vs previous 13F +20,474 shares

    0.66% of the 13F portfolio, value $41,660,994.

    13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,556 shares
    Change vs previous 13F -24,883 shares

    0.51% of the 13F portfolio, value $27,647,034.

    13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 99,439 shares
    Change vs previous 13F +30,719 shares

    0.79% of the 13F portfolio, value $40,813,899.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 68,720 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $26,383,615.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).