HCMG
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Howard Capital Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Howard Capital Management Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$791K Hold
9,812
– – 0.05% 73
2026
Q1 		$704K Hold
9,812
– – 0.05% 75
2025
Q4 		$712K Hold
9,812
– – 0.05% 76
2025
Q3 		$721K Sell
9,812
-348
-3% -$25K 0.05% 76
2025
Q2 		$711K Buy
10,160
+348
+4% +$22.8K 0.05% 73
2025
Q1 		$634K Hold
9,812
– – 0.05% 73
2024
Q4 		$648K Hold
9,812
– – 0.04% 75
2024
Q3 		$647K Hold
9,812
– – 0.05% 75
2024
Q2 		$594K Hold
9,812
– – 0.04% 76
2024
Q1 		$613K Buy
+9,812
New +$580K 0.05% 74

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Howard Capital Management Group's VO Position: Q2 2026 in Review

Howard Capital Management Group held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 9,812 shares worth $791K. The position accounts for 0.05% of the portfolio, ranked #73.

Howard Capital Management Group first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Howard Capital Management Group held 9,812 shares of Vanguard Mid-Cap ETF worth $791K as of Q2 2026.
  • Howard Capital Management Group left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.05% of Howard Capital Management Group's portfolio in Q2 2026, its #73 holding.
  • Howard Capital Management Group first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.