Financial Freedom LLC’s Vanguard Morningstar 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 Q2	$377K	Buy	4,375 +1	+0%	+$84	0.17%	80
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Financial Freedom LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, buying an estimated $84 and bringing the position to 4,375 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #80.

Financial Freedom LLC first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Financial Freedom LLC held 4,375 shares of Vanguard Morningstar Growth ETF worth $377K as of Q2 2026.
Financial Freedom LLC bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.17% of Financial Freedom LLC's portfolio in Q2 2026, its #80 holding.
Financial Freedom LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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