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Freedom Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Freedom Investment Management’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 		$508K Sell
6,972
-3,042
-30% -$237K 0.15% 52
2025
Q4 		$814K Sell
10,014
-144
-1% -$11.7K 0.24% 43
2025
Q3 		$812K Sell
10,158
-21,888
-68% -$1.67M 0.21% 52
2025
Q2 		$2.34M Buy
32,046
+1,080
+3% +$71.1K 0.19% 89
2025
Q1 		$1.91M Buy
30,966
+9,042
+41% +$610K 0.16% 111
2024
Q4 		$1.5M Buy
21,924
+6,102
+39% +$410K 0.12% 143
2024
Q3 		$1.01M Sell
15,822
-1,608
-9% -$99.7K 0.08% 238
2024
Q2 		$1.09M Sell
17,430
-840
-5% -$49K 0.09% 218
2024
Q1 		$1.05M Sell
18,270
-1,596
-8% -$87.8K 0.08% 231
2023
Q4 		$1.03M Buy
19,866
+13,020
+190% +$628K 0.08% 237
2023
Q3 		$311K Sell
6,846
-25,674
-79% -$1.21M 0.04% 486
2023
Q2 		$1.53M Buy
32,520
+12,048
+59% +$522K 0.17% 137
2023
Q1 		$851K Buy
20,472
+4,182
+26% +$163K 0.1% 274
2022
Q4 		$579K Sell
16,290
-384
-2% -$14.1K 0.07% 367
2022
Q3 		$595K Sell
16,674
-2,598
-13% -$104K 0.07% 361
2022
Q2 		$716K Sell
19,272
-1,794
-9% -$73.7K 0.08% 335
2022
Q1 		$1.01M Buy
21,066
+2,448
+13% +$116K 0.09% 289
2021
Q4 		$996K Buy
18,618
+690
+4% +$35.9K 0.07% 346
2021
Q3 		$867K Sell
17,928
-1,614
-8% -$80.3K 0.07% 361
2021
Q2 		$934K Buy
19,542
+450
+2% +$20.4K 0.07% 346
2021
Q1 		$818K Buy
19,092
+810
+4% +$34.7K 0.06% 365
2020
Q4 		$772K Sell
18,282
-1,584
-8% -$63.2K 0.08% 233
2020
Q3 		$754K Sell
19,866
-2,352
-11% -$86.8K 0.08% 212
2020
Q2 		$748K Sell
22,218
-2,142
-9% -$65.9K 0.08% 197
2020
Q1 		$792K Buy
24,360
+4,128
+20% +$124K 0.07% 232
2019
Q4 		$614K Buy
20,232
+2,736
+16% +$79K 0.05% 301
2019
Q3 		$485K Buy
17,496
+8,136
+87% +$226K 0.04% 361
2019
Q2 		$255K Sell
9,360
-2,946
-24% -$78.7K 0.02% 574
2019
Q1 		$321K Sell
12,306
-11,292
-48% -$279K 0.03% 495
2018
Q4 		$528K Sell
23,598
-2,490
-10% -$60.3K 0.04% 408
2018
Q3 		$698K Sell
26,088
-4,878
-16% -$128K 0.04% 414
2018
Q2 		$773K Sell
30,966
-2,256
-7% -$55.3K 0.05% 401
2018
Q1 		$786K Sell
33,222
-102,804
-76% -$2.51M 0.04% 441
2017
Q4 		$3.19M Sell
136,026
-5,904
-4% -$136K 0.16% 81
2017
Q3 		$3.14M Buy
141,930
+2,718
+2% +$59.1K 0.17% 73
2017
Q2 		$2.95M Sell
139,212
-29,832
-18% -$625K 0.17% 73
2017
Q1 		$3.43M Buy
169,044
+2,292
+1% +$45.2K 0.2% 60
2016
Q4 		$3.1M Buy
166,752
+414
+0.2% +$7.66K 0.19% 50
2016
Q3 		$3.11M Buy
166,338
+21,852
+15% +$407K 0.2% 52
2016
Q2 		$2.58M Buy
144,486
+14,076
+11% +$251K 0.18% 60
2016
Q1 		$2.31M Sell
130,410
-7,830
-6% -$131K 0.17% 69
2015
Q4 		$2.45M Buy
138,240
+32,856
+31% +$589K 0.19% 62
2015
Q3 		$179K Buy
105,384
+8,766
+9% +$155K 0.02% 618
2015
Q2 		$1.72M Buy
96,618
+5,994
+7% +$109K 0.18% 81
2015
Q1 		$1.58M Buy
90,624
+2,028
+2% +$36K 0.17% 82
2014
Q4 		$1.54M Sell
88,596
-2,250
-2% -$38.3K 0.2% 71
2014
Q3 		$1.51M Buy
90,846
+6,222
+7% +$104K 0.27% 58
2014
Q2 		$1.4M Sell
84,624
-2,820
-3% -$44.7K 0.23% 57
2014
Q1 		$1.36M Sell
87,444
-4,230
-5% -$65.6K 0.29% 43
2013
Q4 		$1.42M Sell
91,674
-2,586
-3% -$38.2K 0.35% 43
2013
Q3 		$1.33M Buy
94,260
+786
+0.8% +$10.8K 0.38% 43
2013
Q2 		$1.22M Buy
+93,474
New +$1.23M 0.41% 44

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Freedom Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 30% in Q1 2026, selling an estimated $237K and leaving 6,972 shares worth $508K. The position accounts for 0.15% of the portfolio, ranked #52.

Freedom Investment Management first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.43M in Q1 2017. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Freedom Investment Management held 6,972 shares of Vanguard Morningstar Growth ETF worth $508K as of Q1 2026.
  • Freedom Investment Management sold 3,042 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $237K.
  • Vanguard Morningstar Growth ETF made up 0.15% of Freedom Investment Management's portfolio in Q1 2026, its #52 holding.
  • Freedom Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Freedom Investment Management's Vanguard Morningstar Growth ETF position peaked at $3.43M in Q1 2017.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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