Howard Financial Services
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Howard Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Howard Financial Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$897K Hold
11,444
– – 0.09% 92
2026
Q2 		$922K Hold
11,444
– – 0.1% 92
2026
Q1 		$822K Buy
+11,444
New +$850K 0.09% 92

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Border to Coast Pensions Partnership
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Commonwealth Equity Services
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Howard Financial Services's VO Position: Q3 2026 in Review

Howard Financial Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 11,444 shares worth $897K. The position accounts for 0.09% of the portfolio, ranked #92.

Howard Financial Services first reported a position in VO in Q1 2026 and has held it in 3 quarters since. The position peaked at $922K in Q2 2026. 1,621 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Howard Financial Services held 11,444 shares of Vanguard Morningstar Mid-Cap ETF worth $897K as of Q3 2026.
  • Howard Financial Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Howard Financial Services's portfolio in Q3 2026, its #92 holding.
  • Howard Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Howard Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $922K in Q2 2026.
  • 1,621 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.