SEC 13F Intelligence

Financial Freedom, LLC / VFH

Financial Freedom, LLC’s Vanguard World Fd Position

Does Financial Freedom, LLC own Vanguard World Fd (VFH)? Yes — 40.2K shares worth $5M (+2.42% of its 13F portfolio) as of Q1 2026, down from 48.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
40.2K
% of Portfolio
+2.42%
Quarters Held
14
currently held

Position History VFH

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.2K$5M+2.42%
Q4 202548.7K$7M+3.23%
Q3 202551.0K$7M+3.33%
Q2 202552.4K$7M+3.59%
Q1 202553.8K$6M+3.69%
Q4 202454.2K$6M+3.38%
Q3 202454.2K$6M+3.15%
Q2 202454.4K$5M+3.09%
Q1 202454.0K$6M+3.28%
Q4 202354.4K$5M+3.19%
Q3 202354.5K$4M+3.11%
Q2 202353.9K$4M+3.07%
Q1 202352.2K$4M+2.96%
Q4 202252.8K$4M+2.94%

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