Howard Capital Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Howard Capital Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67M	Hold	183,200	–	–	0.8%	26
2026 Q1	$55.4M	Buy	+183,200	New	+$57.6M	0.91%	21
2020 Q1	–	Sell	-17,051	Closed	-$1.04M	–	47
2019 Q4	$1.04M	Sell	17,051 -111,275	-87%	-$21.1M	0.36%	14
2019 Q3	$23.2M	Buy	+128,326	New	+$23.9M	9.79%	4
2018 Q1	–	Sell	-26,313	Closed	-$4.23M	–	101
2017 Q4	$4.23M	Buy	+26,313	New	+$4.14M	0.67%	60

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Howard Capital Management's VBK Position: Q2 2026 in Review

Howard Capital Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 183,200 shares worth $67M. The position accounts for 0.8% of the portfolio, ranked #26.

Howard Capital Management first reported a position in VBK in Q4 2017 and has held it in 5 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Howard Capital Management held 183,200 shares of Vanguard Morningstar Small-Cap Growth ETF worth $67M as of Q2 2026.
Howard Capital Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.8% of Howard Capital Management's portfolio in Q2 2026, its #26 holding.
Howard Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 5 quarters since.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.