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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$567K	Hold	1,875	–	–	0.28%	58
2025 Q4	$566K	Buy	1,875 +1	+0.1%	+$302	0.28%	58
2025 Q3	$558K	Buy	1,874 +1	+0.1%	+$289	0.28%	58
2025 Q2	$519K	Hold	1,873	–	–	0.28%	58
2025 Q1	$472K	Buy	1,873 +1	+0.1%	+$277	0.27%	63
2024 Q4	$524K	Hold	1,872	–	–	0.28%	59
2024 Q3	$500K	Buy	1,872 +1	+0.1%	+$256	0.26%	62
2024 Q2	$468K	Sell	1,871 -27	-1%	-$6.74K	0.27%	62
2024 Q1	$495K	Buy	1,898 +1	+0.1%	+$246	0.29%	57
2023 Q4	$459K	Sell	1,897 -70	-4%	-$15.2K	0.29%	59
2023 Q3	$421K	Hold	1,967	–	–	0.3%	56
2023 Q2	$452K	Buy	1,967 +26	+1%	+$5.66K	0.32%	53
2023 Q1	$420K	Hold	1,941	–	–	0.31%	53
2022 Q4	$389K	Buy	+1,941	New	+$397K	0.26%	51

Other funds holding VBK

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Financial Freedom LLC held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 1,875 shares worth $567K. The position accounts for 0.28% of the portfolio, ranked #58.

Financial Freedom LLC first reported a position in VBK in Q4 2022 and has held it in 14 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Financial Freedom LLC held 1,875 shares of Vanguard Small-Cap Growth ETF worth $567K as of Q1 2026.
Financial Freedom LLC left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.28% of Financial Freedom LLC's portfolio in Q1 2026, its #58 holding.
Financial Freedom LLC first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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