Financial Freedom LLC’s Vanguard Small-Cap ETF VB Stock Holding History

Financial Freedom LLC’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.74M	Sell	14,269 -1,770	-11%	-$479K	1.86%	14
2025 Q4	$4.14M	Sell	16,039 -227	-1%	-$58.2K	2.05%	12
2025 Q3	$4.14M	Sell	16,266 -321	-2%	-$79.6K	2.06%	13
2025 Q2	$3.93M	Sell	16,587 -204	-1%	-$45.5K	2.12%	13
2025 Q1	$3.72M	Sell	16,791 -523	-3%	-$125K	2.14%	14
2024 Q4	$4.16M	Sell	17,314 -451	-3%	-$111K	2.19%	14
2024 Q3	$4.21M	Buy	17,765 +419	+2%	+$95.2K	2.23%	12
2024 Q2	$3.78M	Buy	17,346 +36	+0.2%	+$7.91K	2.15%	11
2024 Q1	$3.96M	Sell	17,310 -199	-1%	-$42.8K	2.34%	12
2023 Q4	$3.74M	Buy	17,509 +784	+5%	+$151K	2.37%	11
2023 Q3	$3.16M	Buy	16,725 +166	+1%	+$33.1K	2.24%	10
2023 Q2	$3.29M	Sell	16,559 -455	-3%	-$86K	2.31%	11
2023 Q1	$3.23M	Buy	17,014 +978	+6%	+$190K	2.35%	12
2022 Q4	$2.94M	Buy	+16,036	New	+$2.97M	1.98%	11

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Freedom LLC's VB Position: Q1 2026 in Review

Financial Freedom LLC reduced its Vanguard Small-Cap ETF (VB) stake by 11% in Q1 2026, selling an estimated $479K and leaving 14,269 shares worth $3.74M. The position accounts for 1.86% of the portfolio, ranked #14.

Financial Freedom LLC first reported a position in VB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.21M in Q3 2024. 2,387 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Financial Freedom LLC held 14,269 shares of Vanguard Small-Cap ETF worth $3.74M as of Q1 2026.
Financial Freedom LLC sold 1,770 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $479K.
Vanguard Small-Cap ETF made up 1.86% of Financial Freedom LLC's portfolio in Q1 2026, its #14 holding.
Financial Freedom LLC first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Small-Cap ETF position peaked at $4.21M in Q3 2024.
2,387 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.