Financial Freedom LLC
VBK icon

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
Q3 		$416K Sell
1,232
-280
-19% -$97.8K 0.19% 73
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Financial Freedom LLC's VBK Position: Q3 2026 in Review

Financial Freedom LLC reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 19% in Q3 2026, selling an estimated $97.8K and leaving 1,232 shares worth $416K. The position accounts for 0.19% of the portfolio, ranked #73.

Financial Freedom LLC first reported a position in VBK in Q4 2022 and has held it in 16 quarters since. The position peaked at $567K in Q1 2026. 875 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Financial Freedom LLC held 1,232 shares of Vanguard Morningstar Small-Cap Growth ETF worth $416K as of Q3 2026.
  • Financial Freedom LLC sold 280 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $97.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.19% of Financial Freedom LLC's portfolio in Q3 2026, its #73 holding.
  • Financial Freedom LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Financial Freedom LLC's Vanguard Morningstar Small-Cap Growth ETF position peaked at $567K in Q1 2026.
  • 875 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.