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 Q3	$61.9M	Hold	183,200	–	–	0.75%	24
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management's VBK Position: Q3 2026 in Review

Howard Capital Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 183,200 shares worth $61.9M. The position accounts for 0.75% of the portfolio, ranked #24.

Howard Capital Management first reported a position in VBK in Q4 2017 and has held it in 6 quarters since. The position peaked at $67M in Q2 2026. 325 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Howard Capital Management held 183,200 shares of Vanguard Morningstar Small-Cap Growth ETF worth $61.9M as of Q3 2026.
Howard Capital Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.75% of Howard Capital Management's portfolio in Q3 2026, its #24 holding.
Howard Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 6 quarters since.
Howard Capital Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $67M in Q2 2026.
325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.