HFS
VTI icon

Howard Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Howard Financial Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.1M Buy
11,079
+28
+0.3% +$10K 0.41% 37
2026
Q1 		$3.55M Sell
11,051
-898
-8% -$301K 0.4% 37
2025
Q4 		$4.01M Buy
11,949
+1,040
+10% +$346K 0.47% 33
2025
Q3 		$3.58M Buy
10,909
+22
+0.2% +$6.95K 0.44% 35
2025
Q2 		$3.31M Hold
10,887
– – 0.44% 36
2025
Q1 		$2.99M Buy
10,887
+35
+0.3% +$10.2K 0.41% 36
2024
Q4 		$3.14M Buy
10,852
+61
+0.6% +$17.8K 0.43% 34
2024
Q3 		$3.06M Buy
10,791
+138
+1% +$37.6K 0.44% 34
2024
Q2 		$2.85M Hold
10,653
– – 0.47% 35
2024
Q1 		$2.77M Buy
10,653
+1,489
+16% +$368K 0.48% 34
2023
Q4 		$2.17M Buy
9,164
+2,890
+46% +$639K 0.42% 38
2023
Q3 		$1.33M Buy
6,274
+186
+3% +$41.2K 0.31% 43
2023
Q2 		$1.34M Buy
6,088
+20
+0.3% +$4.17K 0.32% 40
2023
Q1 		$1.24M Buy
6,068
+20
+0.3% +$4K 0.3% 39
2022
Q4 		$1.16M Buy
6,048
+25
+0.4% +$4.82K 0.3% 41
2022
Q3 		$1.08M Sell
6,023
-416
-6% -$82.9K 0.35% 39
2022
Q2 		$1.22M Buy
6,439
+245
+4% +$50.3K 0.41% 28
2022
Q1 		$1.41M Hold
6,194
– – 0.42% 29
2021
Q4 		$1.5M Sell
6,194
-129
-2% -$30.5K 0.45% 27
2021
Q3 		$1.4M Buy
6,323
+65
+1% +$14.8K 0.53% 24
2021
Q2 		$1.39M Buy
6,258
+79
+1% +$17.1K 0.55% 24
2021
Q1 		$1.28M Buy
+6,179
New +$1.25M 0.57% 23

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

Howard Financial Services increased its Vanguard Total Stock Market ETF (VTI) stake by 0.25% in Q2 2026, buying an estimated $10K and bringing the position to 11,079 shares worth $4.1M. The position accounts for 0.41% of the portfolio, ranked #37.

Howard Financial Services first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. 1,567 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Howard Financial Services held 11,079 shares of Vanguard Total Stock Market ETF worth $4.1M as of Q2 2026.
  • Howard Financial Services bought 28 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Total Stock Market ETF made up 0.41% of Howard Financial Services's portfolio in Q2 2026, its #37 holding.
  • Howard Financial Services first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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