Financial Freedom LLC’s Vanguard Morningstar 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 Q2	$4.32M	Sell	14,252 -17	-0.1%	-$4.87K	1.98%	14
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Freedom LLC's VB Position: Q2 2026 in Review

Financial Freedom LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.12% in Q2 2026, selling an estimated $4.87K and leaving 14,252 shares worth $4.32M. The position accounts for 1.98% of the portfolio, ranked #14.

Financial Freedom LLC first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Financial Freedom LLC held 14,252 shares of Vanguard Morningstar Small-Cap ETF worth $4.32M as of Q2 2026.
Financial Freedom LLC sold 17 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.87K.
Vanguard Morningstar Small-Cap ETF made up 1.98% of Financial Freedom LLC's portfolio in Q2 2026, its #14 holding.
Financial Freedom LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.