HCM
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Howard Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Howard Capital Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.5M Sell
1,027,145
-2,683
-0.3% -$226K 1.05% 23
2026
Q1 		$75M Sell
1,029,828
-748,854
-42% -$58.3M 1.23% 20
2025
Q4 		$145M Sell
1,778,682
-4,182
-0.2% -$339K 1.87% 16
2025
Q3 		$143M Sell
1,782,864
-25,338
-1% -$1.94M 1.88% 17
2025
Q2 		$132M Sell
1,808,202
-76,446
-4% -$5.03M 1.98% 15
2025
Q1 		$116M Sell
1,884,648
-4,278
-0.2% -$288K 2.93% 13
2024
Q4 		$129M Buy
1,888,926
+4,440
+0.2% +$298K 2.01% 16
2024
Q3 		$121M Buy
1,884,486
+1,703,478
+941% +$106M 1.98% 16
2024
Q2 		$11.3M Sell
181,008
-954
-0.5% -$55.6K 1.11% 10
2024
Q1 		$10.4M Buy
181,962
+8,544
+5% +$470K 1.14% 7
2023
Q4 		$8.99M Sell
173,418
-156,492
-47% -$7.55M 1.11% 8
2023
Q3 		$15M Sell
329,910
-2,796
-0.8% -$132K 2.02% 7
2023
Q2 		$15.7M Sell
332,706
-172,356
-34% -$7.47M 2.12% 8
2023
Q1 		$21M Buy
505,062
+497,994
+7,046% +$19.4M 3.63% 6
2022
Q4 		$251K Hold
7,068
– – 0.07% 25
2022
Q3 		$252K Hold
7,068
– – 0.07% 25
2022
Q2 		$263K Sell
7,068
-48
-0.7% -$1.97K 0.07% 30
2022
Q1 		$341K Sell
7,116
-54
-0.8% -$2.55K 0.08% 27
2021
Q4 		$383K Buy
7,170
+102
+1% +$5.31K 0.05% 51
2021
Q3 		$342K Buy
+7,068
New +$352K 0.05% 46
2019
Q4 		– Sell
-9,906
Closed -$271K – 44
2019
Q3 		$271K Buy
+9,906
New +$275K 0.11% 35

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Howard Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.26% in Q2 2026, selling an estimated $226K and leaving 1,027,145 shares worth $88.5M. The position accounts for 1.05% of the portfolio, ranked #23.

Howard Capital Management first reported a position in VUG in Q3 2019 and has held it in 21 quarters since. The position peaked at $145M in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Howard Capital Management held 1,027,145 shares of Vanguard Morningstar Growth ETF worth $88.5M as of Q2 2026.
  • Howard Capital Management sold 2,683 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $226K.
  • Vanguard Morningstar Growth ETF made up 1.05% of Howard Capital Management's portfolio in Q2 2026, its #23 holding.
  • Howard Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 21 quarters since.
  • Howard Capital Management's Vanguard Morningstar Growth ETF position peaked at $145M in Q4 2025.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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