A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,125 shares of VBR stock, worth $445,315. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,125
Previous 1,806 17.66%
Holding current value
$445,315
Previous $352,000 25.85%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$195.41 - $212.37 $62,335 - $67,746
319 Added 17.66%
2,125 $443,000
Q2 2025

Aug 08, 2025

SELL
$162.76 - $195.77 $1.81 Million - $2.18 Million
-11,135 Reduced 86.04%
1,806 $352,000
Q1 2025

May 07, 2025

BUY
$183.02 - $207.75 $237,193 - $269,244
1,296 Added 11.13%
12,941 $2.41 Million
Q4 2024

Jan 22, 2025

BUY
$197.36 - $217.3 $2.3 Million - $2.53 Million
11,645 New
11,645 $2.31 Million
Q2 2023

Jul 19, 2023

BUY
$150.74 - $165.4 $1.77 Million - $1.94 Million
11,717 New
11,717 $1.94 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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