Schedule 13G ownership disclosure
VANGUARD WELLINGTON FD
Exchange Traded Product · CUSIP: 921935409
Event date: 2025-03-31
- Filing-level shares
- 133,685
- Percent of class
- 6.9%
- FOUNDATIONS INVESTMENT ADVISORS, LLC
Shares: 133,685 · Class: 6.9%
Amounts are as disclosed in this filing. Schedule type alone does not establish investment intent.
Source: SEC EDGAR filingFiling metadata
- Accession number
- 0001085146-25-002438
- Form type
- SCHEDULE 13G/A
- Filer
- FOUNDATIONS INVESTMENT ADVISORS, LLC
- CIK
- CIK 1743404
- Filed
- Apr 29, 2025
- Reporting period
- Mar 31, 2025
- Description
- Schedule 13G beneficial ownership