Freedom Financial Partners LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054598
OAKDALE, MN
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,184,926
+$5,837 QoQ
Shares Held
4,524
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,184,926 | 4,524 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,179,089 | 4,571 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,349,718 | 5,308 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,268,079 | 5,351 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,193,015 | 5,380 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,374,641 | 5,721 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||