Foundations Investment Advisors, LLC Vanguard Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 323,997 shares of VGSH stock, worth $19 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
323,997
Previous 347,158
6.67%
Holding current value
$19 Million
Previous $20.4 Million
6.56%
% of portfolio
0.3%
Previous 0.35%
Shares
21 transactions
Others Institutions Holding VGSH
# of Institutions
1,058Shares Held
263MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio