SEC 13F Intelligence

Financial Freedom, LLC / VGT

Financial Freedom, LLC’s Vanguard World Fd Position

Does Financial Freedom, LLC own Vanguard World Fd (VGT)? Yes14.9K shares worth $10M (+5.17% of its 13F portfolio) as of Q1 2026, down from 14.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
14.9K
% of Portfolio
+5.17%
Quarters Held
14
currently held

Position History VGT

Reported value by quarter
Q4 ’22: $7MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ2 ’23Q3 ’23: $8MQ4 ’23: $8MQ4 ’23Q1 ’24: $8MQ2 ’24: $9MQ2 ’24Q3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.9K$10M+5.17%
Q4 202514.9K$11M+5.57%
Q3 202515.1K$11M+5.60%
Q2 202515.1K$10M+5.38%
Q1 202515.2K$8M+4.73%
Q4 202415.4K$10M+5.04%
Q3 202415.3K$9M+4.74%
Q2 202415.4K$9M+5.05%
Q1 202415.8K$8M+4.91%
Q4 202315.9K$8M+4.89%
Q3 202319.6K$8M+5.78%
Q2 202322.6K$10M+7.02%
Q1 202322.6K$9M+6.33%
Q4 202221.9K$7M+4.71%

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 VGT.