Financial Freedom LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$385K	Hold	3,355	–	–	0.19%	77
2025 Q4	$372K	Sell	3,355 -386	-10%	-$42.9K	0.18%	76
2025 Q3	$413K	Hold	3,741	–	–	0.21%	75
2025 Q2	$379K	Sell	3,741 -987	-21%	-$94.3K	0.2%	77
2025 Q1	$456K	Sell	4,728 -558	-11%	-$58K	0.26%	64
2024 Q4	$561K	Sell	5,286 -144	-3%	-$15.9K	0.3%	58
2024 Q3	$587K	Sell	5,430 -202	-4%	-$21K	0.31%	54
2024 Q2	$553K	Hold	5,632	–	–	0.31%	53
2024 Q1	$572K	Sell	5,632 -95	-2%	-$9.23K	0.34%	51
2023 Q4	$568K	Buy	5,727 +9	+0.2%	+$802	0.36%	54
2023 Q3	$500K	Hold	5,718	–	–	0.35%	51
2023 Q2	$525K	Hold	5,718	–	–	0.37%	50
2023 Q1	$508K	Hold	5,718	–	–	0.37%	49
2022 Q4	$496K	Buy	+5,718	New	+$507K	0.33%	46

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Financial Freedom LLC held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 3,355 shares worth $385K. The position accounts for 0.19% of the portfolio, ranked #77.

Financial Freedom LLC first reported a position in VIOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $587K in Q3 2024. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Financial Freedom LLC held 3,355 shares of Vanguard S&P Small-Cap 600 ETF worth $385K as of Q1 2026.
Financial Freedom LLC left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.19% of Financial Freedom LLC's portfolio in Q1 2026, its #77 holding.
Financial Freedom LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard S&P Small-Cap 600 ETF position peaked at $587K in Q3 2024.
379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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