Howard Capital Management
VUG icon

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
Q3 		$85.4M Sell
947,907
-79,238
-8% -$6.94M 1.03% 23
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Howard Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.7% in Q3 2026, selling an estimated $6.94M and leaving 947,907 shares worth $85.4M. The position accounts for 1.03% of the portfolio, ranked #23.

Howard Capital Management first reported a position in VUG in Q3 2019 and has held it in 22 quarters since. The position peaked at $145M in Q4 2025. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Howard Capital Management held 947,907 shares of Vanguard Morningstar Growth ETF worth $85.4M as of Q3 2026.
  • Howard Capital Management sold 79,238 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $6.94M.
  • Vanguard Morningstar Growth ETF made up 1.03% of Howard Capital Management's portfolio in Q3 2026, its #23 holding.
  • Howard Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 22 quarters since.
  • Howard Capital Management's Vanguard Morningstar Growth ETF position peaked at $145M in Q4 2025.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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