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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$468K	Hold	1,820	–	–	0.23%	68
2025 Q4	$508K	Buy	1,820 +1	+0.1%	+$286	0.25%	64
2025 Q3	$534K	Hold	1,819	–	–	0.27%	63
2025 Q2	$517K	Sell	1,819 -115	-6%	-$29.7K	0.28%	59
2025 Q1	$473K	Sell	1,934 -1,136	-37%	-$295K	0.27%	62
2024 Q4	$779K	Sell	3,070 -62	-2%	-$16K	0.41%	45
2024 Q3	$763K	Hold	3,132	–	–	0.4%	45
2024 Q2	$719K	Buy	3,132 +79	+3%	+$18.1K	0.41%	46
2024 Q1	$720K	Hold	3,053	–	–	0.43%	44
2023 Q4	$670K	Hold	3,053	–	–	0.43%	46
2023 Q3	$595K	Sell	3,053 -49	-2%	-$10K	0.42%	44
2023 Q2	$638K	Hold	3,102	–	–	0.45%	41
2023 Q1	$605K	Sell	3,102 -309	-9%	-$59.2K	0.44%	40
2022 Q4	$613K	Buy	+3,411	New	+$618K	0.41%	36

Other funds holding VOT

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Financial Freedom LLC held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 1,820 shares worth $468K. The position accounts for 0.23% of the portfolio, ranked #68.

Financial Freedom LLC first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $779K in Q4 2024. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Financial Freedom LLC held 1,820 shares of Vanguard Mid-Cap Growth ETF worth $468K as of Q1 2026.
Financial Freedom LLC left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.23% of Financial Freedom LLC's portfolio in Q1 2026, its #68 holding.
Financial Freedom LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Mid-Cap Growth ETF position peaked at $779K in Q4 2024.
1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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