SEC 13F Intelligence

Financial Freedom, LLC / VHT

Financial Freedom, LLC’s Vanguard World Fd Position

Does Financial Freedom, LLC own Vanguard World Fd (VHT)? Yes9.5K shares worth $3M (+1.29% of its 13F portfolio) as of Q1 2026, up from 9.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.5K
% of Portfolio
+1.29%
Quarters Held
14
currently held

Position History VHT

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.5K$3M+1.29%
Q4 20259.4K$3M+1.35%
Q3 20259.2K$2M+1.19%
Q2 20259.9K$2M+1.33%
Q1 202510.6K$3M+1.61%
Q4 202411.1K$3M+1.48%
Q3 202411.0K$3M+1.64%
Q2 202411.0K$3M+1.67%
Q1 202410.0K$3M+1.60%
Q4 202310.1K$3M+1.62%
Q3 202310.6K$2M+1.76%
Q2 202310.8K$3M+1.85%
Q1 202310.1K$2M+1.75%
Q4 202210.1K$3M+1.68%

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 VHT.