SEC 13F Intelligence

Freedom Wealth Alliance, LLC / VTI

Freedom Wealth Alliance, LLC’s Vanguard Index Fds Position

Does Freedom Wealth Alliance, LLC own Vanguard Index Fds (VTI)? Yes — 9.5K shares worth $2M (+3.31% of its 13F portfolio) as of Q3 2023, down from 9.8K shares the prior filed quarter.

Position Value
$2M
Q3 2023
Shares
9.5K
% of Portfolio
+3.31%
Quarters Held
4
currently held

Position History VTI

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20239.5K$2M+3.31%
Q2 20239.8K$2M+3.07%
Q1 20239.8K$2M+3.00%
Q4 20227.6K$1M+2.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Freedom Wealth Alliance, LLC’s full portfolio or all institutional holders of VTI.