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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Freedom Investment Management's VB Position: Q1 2026 in Review

Freedom Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.7% in Q1 2026, selling an estimated $40.6K and leaving 3,012 shares worth $789K. The position accounts for 0.23% of the portfolio, ranked #42.

Freedom Investment Management first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Freedom Investment Management held 3,012 shares of Vanguard Morningstar Small-Cap ETF worth $789K as of Q1 2026.
Freedom Investment Management sold 150 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $40.6K.
Vanguard Morningstar Small-Cap ETF made up 0.23% of Freedom Investment Management's portfolio in Q1 2026, its #42 holding.
Freedom Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Freedom Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.19M in Q2 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.