Freedom Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Freedom Investment Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$883K	Sell	2,914 -98	-3%	-$28.1K	0.25%	40
2026 Q1	$789K	Sell	3,012 -150	-5%	-$40.6K	0.23%	42
2025 Q4	$816K	Buy	3,162 +17	+0.5%	+$4.36K	0.24%	42
2025 Q3	$800K	Sell	3,145 -1,857	-37%	-$461K	0.21%	53
2025 Q2	$1.19M	Buy	5,002 +192	+4%	+$42.8K	0.09%	202
2025 Q1	$1.07M	Buy	4,810 +1,004	+26%	+$240K	0.09%	219
2024 Q4	$915K	Buy	3,806 +516	+16%	+$127K	0.08%	261
2024 Q3	$780K	Sell	3,290 -4	-0.1%	-$909	0.06%	312
2024 Q2	$718K	Buy	3,294 +109	+3%	+$23.9K	0.06%	317
2024 Q1	$728K	Buy	+3,185	New	+$685K	0.06%	337

Other funds holding VB

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Freedom Investment Management's VB Position: Q2 2026 in Review

Freedom Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q2 2026, selling an estimated $28.1K and leaving 2,914 shares worth $883K. The position accounts for 0.25% of the portfolio, ranked #40.

Freedom Investment Management first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q2 2025. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Freedom Investment Management held 2,914 shares of Vanguard Morningstar Small-Cap ETF worth $883K as of Q2 2026.
Freedom Investment Management sold 98 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $28.1K.
Vanguard Morningstar Small-Cap ETF made up 0.25% of Freedom Investment Management's portfolio in Q2 2026, its #40 holding.
Freedom Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Freedom Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.19M in Q2 2025.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.