HFS
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Howard Financial Services’s Vanguard 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
Q2 		$922K Hold
11,444
– – 0.09% 100
2026
Q1 		$822K Buy
+11,444
New +$850K 0.09% 92

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MPWT
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IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
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CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Howard Financial Services's VO Position: Q2 2026 in Review

Howard Financial Services held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 11,444 shares worth $922K. The position accounts for 0.09% of the portfolio, ranked #100.

Howard Financial Services first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 1,072 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Howard Financial Services held 11,444 shares of Vanguard Mid-Cap ETF worth $922K as of Q2 2026.
  • Howard Financial Services left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.09% of Howard Financial Services's portfolio in Q2 2026, its #100 holding.
  • Howard Financial Services first reported a position in Vanguard Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.