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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.2K	Sell	258 -1,205	-82%	-$125K	0.01%	211
2025 Q4	$143K	Buy	1,463 +6	+0.4%	+$579	0.07%	118
2025 Q3	$139K	Buy	1,457 +7	+0.5%	+$641	0.07%	121
2025 Q2	$124K	Sell	1,450 -590	-29%	-$47.9K	0.07%	126
2025 Q1	$171K	Sell	2,040 -2,730	-57%	-$248K	0.1%	107
2024 Q4	$445K	Sell	4,770 -1,011	-17%	-$96.4K	0.23%	64
2024 Q3	$535K	Sell	5,781 -307	-5%	-$27.4K	0.28%	57
2024 Q2	$509K	Sell	6,088 -241	-4%	-$20.4K	0.29%	56
2024 Q1	$560K	Buy	6,329 +8	+0.1%	+$682	0.33%	52
2023 Q4	$559K	Sell	6,321 -747	-11%	-$58.7K	0.36%	55
2023 Q3	$545K	Buy	7,068 +18	+0.3%	+$1.48K	0.39%	48
2023 Q2	$579K	Hold	7,050	–	–	0.41%	47
2023 Q1	$569K	Buy	7,050 +10	+0.1%	+$843	0.41%	42
2022 Q4	$553K	Buy	+7,040	New	+$561K	0.37%	41

Other funds holding VIOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

Financial Freedom LLC reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 82% in Q1 2026, selling an estimated $125K and leaving 258 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #211.

Financial Freedom LLC first reported a position in VIOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $579K in Q2 2023. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Financial Freedom LLC held 258 shares of Vanguard S&P Small-Cap 600 Value ETF worth $26.2K as of Q1 2026.
Financial Freedom LLC sold 1,205 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $125K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #211 holding.
Financial Freedom LLC first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard S&P Small-Cap 600 Value ETF position peaked at $579K in Q2 2023.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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