Financial Freedom LLC’s Vanguard Morningstar 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 Q2	$553K	Sell	1,512 -363	-19%	-$124K	0.25%	62
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 $1.55T AUM 33.47% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Financial Freedom LLC reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 19% in Q2 2026, selling an estimated $124K and leaving 1,512 shares worth $553K. The position accounts for 0.25% of the portfolio, ranked #62.

Financial Freedom LLC first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $567K in Q1 2026. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Financial Freedom LLC held 1,512 shares of Vanguard Morningstar Small-Cap Growth ETF worth $553K as of Q2 2026.
Financial Freedom LLC sold 363 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $124K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.25% of Financial Freedom LLC's portfolio in Q2 2026, its #62 holding.
Financial Freedom LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's Vanguard Morningstar Small-Cap Growth ETF position peaked at $567K in Q1 2026.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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