HWM
VB icon

Howard Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Howard Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.95M Buy
32,826
+961
+3% +$275K 3.68% 4
2026
Q1 		$8.35M Buy
31,865
+3
+0% +$812 3.51% 4
2025
Q4 		$8.22M Buy
31,862
+133
+0.4% +$34.1K 3.59% 4
2025
Q3 		$8.07M Sell
31,729
-559
-2% -$139K 3.71% 4
2025
Q2 		$7.65M Buy
32,288
+35
+0.1% +$7.81K 3.87% 3
2025
Q1 		$7.15M Sell
32,253
-1,303
-4% -$311K 3.99% 4
2024
Q4 		$8.06M Buy
33,556
+738
+2% +$182K 4.36% 4
2024
Q3 		$7.78M Buy
32,818
+845
+3% +$192K 4.53% 3
2024
Q2 		$6.97M Buy
31,973
+204
+0.6% +$44.8K 5.5% 4
2024
Q1 		$7.26M Buy
31,769
+87
+0.3% +$18.7K 5.91% 3
2023
Q4 		$6.76M Sell
31,682
-315
-1% -$60.7K 5.65% 3
2023
Q3 		$6.05M Buy
31,997
+195
+0.6% +$38.9K 5.58% 3
2023
Q2 		$6.33M Sell
31,802
-1,176
-4% -$222K 5.49% 4
2023
Q1 		$6.25M Sell
32,978
-367
-1% -$71.2K 5.21% 3
2022
Q4 		$6.12M Buy
33,345
+207
+0.6% +$38.4K 5.02% 3
2022
Q3 		$5.66M Buy
33,138
+1,165
+4% +$220K 4.01% 4
2022
Q2 		$5.63M Sell
31,973
-1,116
-3% -$216K 5.96% 4
2022
Q1 		$7.03M Buy
33,089
+11
+0% +$2.32K 3.83% 4
2021
Q4 		$7.47M Buy
33,078
+1,060
+3% +$241K 3.94% 4
2021
Q3 		$7M Buy
32,018
+279
+0.9% +$62K 3.91% 5
2021
Q2 		$7.15M Buy
31,739
+923
+3% +$205K 3.93% 4
2021
Q1 		$6.6M Buy
30,816
+997
+3% +$210K 3.86% 5
2020
Q4 		$5.8M Sell
29,819
-50
-0.2% -$8.82K 3.62% 5
2020
Q3 		$4.59M Sell
29,869
-3,210
-10% -$493K 3.27% 6
2020
Q2 		$4.82M Buy
33,079
+2,668
+9% +$358K 3.94% 3
2020
Q1 		$3.51M Buy
30,411
+289
+1% +$43.4K 3.69% 5
2019
Q4 		$4.99M Buy
+30,122
New +$4.8M 4.17% 4

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Howard Wealth Management's VB Position: Q2 2026 in Review

Howard Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3% in Q2 2026, buying an estimated $275K and bringing the position to 32,826 shares worth $9.95M. The position accounts for 3.68% of the portfolio, ranked #4.

Howard Wealth Management first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 1,248 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Howard Wealth Management held 32,826 shares of Vanguard Morningstar Small-Cap ETF worth $9.95M as of Q2 2026.
  • Howard Wealth Management bought 961 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $275K.
  • Vanguard Morningstar Small-Cap ETF made up 3.68% of Howard Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Howard Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.