Financial Freedom LLC’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Buy	4,374 +6	+0.1%	+$467	0.16%	85
2025 Q4	$355K	Hold	4,368	–	–	0.18%	78
2025 Q3	$349K	Sell	4,368 -576	-12%	-$44K	0.17%	79
2025 Q2	$361K	Hold	4,944	–	–	0.19%	78
2025 Q1	$305K	Buy	4,944 +6	+0.1%	+$405	0.18%	76
2024 Q4	$338K	Hold	4,938	–	–	0.18%	71
2024 Q3	$316K	Buy	4,938 +6	+0.1%	+$372	0.17%	76
2024 Q2	$308K	Hold	4,932	–	–	0.17%	77
2024 Q1	$283K	Hold	4,932	–	–	0.17%	84
2023 Q4	$255K	Buy	4,932 +6	+0.1%	+$290	0.16%	80
2023 Q3	$224K	Hold	4,926	–	–	0.16%	83
2023 Q2	$232K	Buy	4,926 +6	+0.1%	+$260	0.16%	78
2023 Q1	$205K	Hold	4,920	–	–	0.15%	81
2022 Q4	$175K	Buy	+4,920	New	+$181K	0.12%	82

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Financial Freedom LLC increased its Vanguard Growth ETF (VUG) stake by 0.14% in Q1 2026, buying an estimated $467 and bringing the position to 4,374 shares worth $318K. The position accounts for 0.16% of the portfolio, ranked #85.

Financial Freedom LLC first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $361K in Q2 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Financial Freedom LLC held 4,374 shares of Vanguard Growth ETF worth $318K as of Q1 2026.
Financial Freedom LLC bought 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
Vanguard Growth ETF made up 0.16% of Financial Freedom LLC's portfolio in Q1 2026, its #85 holding.
Financial Freedom LLC first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Growth ETF position peaked at $361K in Q2 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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