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Financial Freedom LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Freedom LLC’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Sell
4,470
-121
-3% -$43.3K 0.76% 35
2026
Q1 		$1.47M Buy
4,591
+168
+4% +$56.4K 0.73% 37
2025
Q4 		$1.48M Sell
4,423
-57
-1% -$19K 0.74% 33
2025
Q3 		$1.47M Buy
4,480
+7
+0.2% +$2.21K 0.73% 34
2025
Q2 		$1.36M Buy
4,473
+1
+0% +$281 0.73% 31
2025
Q1 		$1.23M Buy
4,472
+10
+0.2% +$2.9K 0.71% 32
2024
Q4 		$1.29M Buy
4,462
+75
+2% +$21.9K 0.68% 35
2024
Q3 		$1.24M Sell
4,387
-137
-3% -$37.4K 0.66% 35
2024
Q2 		$1.21M Buy
4,524
+206
+5% +$53.3K 0.69% 35
2024
Q1 		$1.12M Buy
4,318
+129
+3% +$31.9K 0.67% 33
2023
Q4 		$994K Buy
4,189
+10
+0.2% +$2.21K 0.63% 35
2023
Q3 		$888K Buy
4,179
+10
+0.2% +$2.21K 0.63% 33
2023
Q2 		$918K Buy
4,169
+9
+0.2% +$1.88K 0.64% 32
2023
Q1 		$849K Buy
4,160
+633
+18% +$127K 0.62% 30
2022
Q4 		$674K Buy
+3,527
New +$680K 0.45% 33

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Financial Freedom LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, selling an estimated $43.3K and leaving 4,470 shares worth $1.65M. The position accounts for 0.76% of the portfolio, ranked #35.

Financial Freedom LLC first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Freedom LLC held 4,470 shares of Vanguard Morningstar Total Stock Market ETF worth $1.65M as of Q2 2026.
  • Financial Freedom LLC sold 121 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $43.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.76% of Financial Freedom LLC's portfolio in Q2 2026, its #35 holding.
  • Financial Freedom LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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