Howard Capital Management’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Buy	+1,608	New	+$205K	﹤0.01%	420
2026 Q1	–	Sell	-1,608	Closed	-$215K	–	421
2025 Q4	$215K	Hold	1,608	–	–	﹤0.01%	414
2025 Q3	$211K	Hold	1,608	–	–	﹤0.01%	410
2025 Q2	$205K	Buy	+1,608	New	+$192K	﹤0.01%	399

Other funds holding VFH

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Howard Capital Management opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,608 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in VFH as recently as Q4 2025.

Howard Capital Management first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $215K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Howard Capital Management held 1,608 shares of Vanguard Financials ETF worth $212K as of Q2 2026.
Vanguard Financials ETF was a new Howard Capital Management position in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Howard Capital Management's portfolio in Q2 2026, its #420 holding.
Howard Capital Management first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
Howard Capital Management's Vanguard Financials ETF position peaked at $215K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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