Financial Freedom LLC’s Vanguard Morningstar 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 Q2	$551K	Sell	1,798 -22	-1%	-$6.35K	0.25%	63
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 $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Financial Freedom LLC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q2 2026, selling an estimated $6.35K and leaving 1,798 shares worth $551K. The position accounts for 0.25% of the portfolio, ranked #63.

Financial Freedom LLC first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $779K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Financial Freedom LLC held 1,798 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $551K as of Q2 2026.
Financial Freedom LLC sold 22 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.35K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.25% of Financial Freedom LLC's portfolio in Q2 2026, its #63 holding.
Financial Freedom LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $779K in Q4 2024.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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