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Financial Freedom LLC’s Vanguard Morningstar 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
Q2 		$3.28M Sell
40,667
-733
-2% -$56.8K 1.5% 21
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Financial Freedom LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, selling an estimated $56.8K and leaving 40,667 shares worth $3.28M. The position accounts for 1.5% of the portfolio, ranked #21.

Financial Freedom LLC first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Financial Freedom LLC held 40,667 shares of Vanguard Morningstar Mid-Cap ETF worth $3.28M as of Q2 2026.
  • Financial Freedom LLC sold 733 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $56.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.5% of Financial Freedom LLC's portfolio in Q2 2026, its #21 holding.
  • Financial Freedom LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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