Schedule 13G ownership disclosure
VANGUARD WELLINGTON FD
Exchange Traded Product · CUSIP: 921935409
Event date: 2024-12-31
- Filing-level shares
- 101,199.09
- Percent of class
- 7.91%
- Foundations Investment Advisors, LLC
Shares: 101,199.09 · Class: 7.91%
Amounts are as disclosed in this filing. Schedule type alone does not establish investment intent.
Source: SEC EDGAR filingFiling metadata
- Accession number
- 0001214659-25-001874
- Form type
- SCHEDULE 13G
- Filer
- FOUNDATIONS INVESTMENT ADVISORS, LLC
- CIK
- CIK 1743404
- Filed
- Feb 04, 2025
- Reporting period
- Dec 31, 2024
- Description
- Schedule 13G beneficial ownership