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Financial Freedom LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Financial Freedom LLC’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.97M Buy
41,400
+80
+0.2% +$5.94K 1.48% 20
2025
Q4 		$3M Sell
41,320
-408
-1% -$29.7K 1.49% 18
2025
Q3 		$3.06M Sell
41,728
-200
-0.5% -$14.4K 1.53% 17
2025
Q2 		$2.93M Sell
41,928
-1,648
-4% -$108K 1.58% 15
2025
Q1 		$2.82M Sell
43,576
-344
-0.8% -$23.1K 1.62% 17
2024
Q4 		$2.9M Buy
43,920
+428
+1% +$29.1K 1.53% 17
2024
Q3 		$2.87M Buy
43,492
+160
+0.4% +$10K 1.52% 18
2024
Q2 		$2.62M Sell
43,332
-544
-1% -$33.1K 1.49% 18
2024
Q1 		$2.74M Buy
43,876
+36
+0.1% +$2.13K 1.62% 15
2023
Q4 		$2.55M Buy
43,840
+7,176
+20% +$383K 1.62% 15
2023
Q3 		$1.91M Sell
36,664
-2,940
-7% -$161K 1.35% 20
2023
Q2 		$2.18M Buy
39,604
+1,228
+3% +$64.4K 1.53% 19
2023
Q1 		$2.02M Buy
38,376
+1,344
+4% +$71.5K 1.47% 18
2022
Q4 		$1.89M Buy
+37,032
New +$1.89M 1.27% 16

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Financial Freedom LLC increased its Vanguard Mid-Cap ETF (VO) stake by 0.19% in Q1 2026, buying an estimated $5.94K and bringing the position to 41,400 shares worth $2.97M. The position accounts for 1.48% of the portfolio, ranked #20.

Financial Freedom LLC first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.06M in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Financial Freedom LLC held 41,400 shares of Vanguard Mid-Cap ETF worth $2.97M as of Q1 2026.
  • Financial Freedom LLC bought 80 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.94K.
  • Vanguard Mid-Cap ETF made up 1.48% of Financial Freedom LLC's portfolio in Q1 2026, its #20 holding.
  • Financial Freedom LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's Vanguard Mid-Cap ETF position peaked at $3.06M in Q3 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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