Freedom Investment Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1566653
SOUTH WINDSOR, CT
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$788,902
-$26,735 QoQ
Shares Held
3,012
-4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $788,902 | 3,012 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $815,637 | 3,162 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $799,710 | 3,145 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,185,373 | 5,002 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,066,617 | 4,810 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $914,505 | 3,806 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $780,420 | 3,290 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $718,223 | 3,294 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $728,059 | 3,185 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||