Howard Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Howard Wealth Management’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	$590K	Sell	7,317 -119	-2%	-$9.23K	0.22%	86
2026 Q1	$534K	Sell	7,436 -48	-0.6%	-$3.57K	0.22%	86
2025 Q4	$543K	Sell	7,484 -104	-1%	-$7.57K	0.24%	79
2025 Q3	$557K	Sell	7,588 -32	-0.4%	-$2.3K	0.26%	78
2025 Q2	$533K	Sell	7,620 -164	-2%	-$10.8K	0.27%	73
2025 Q1	$503K	Sell	7,784 -92	-1%	-$6.17K	0.28%	76
2024 Q4	$520K	Buy	7,876 +776	+11%	+$52.7K	0.28%	71
2024 Q3	$468K	Sell	7,100 -36	-0.5%	-$2.26K	0.27%	75
2024 Q2	$432K	Buy	7,136 +1,440	+25%	+$87.5K	0.34%	65
2024 Q1	$356K	Sell	5,696 -120	-2%	-$7.09K	0.29%	67
2023 Q4	$338K	Sell	5,816 -180	-3%	-$9.62K	0.28%	69
2023 Q3	$312K	Sell	5,996 -60	-1%	-$3.29K	0.29%	67
2023 Q2	$333K	Sell	6,056 -80	-1%	-$4.19K	0.29%	69
2023 Q1	$324K	Sell	6,136 -48	-0.8%	-$2.55K	0.27%	77
2022 Q4	$315K	Sell	6,184 -280	-4%	-$14.3K	0.26%	83
2022 Q3	$303K	Buy	+6,464	New	+$338K	0.21%	91
2022 Q2	–	Sell	-6,524	Closed	-$387K	–	130
2022 Q1	$387K	Sell	6,524 -80	-1%	-$4.69K	0.21%	89
2021 Q4	$420K	Buy	6,604 +12	+0.2%	+$752	0.22%	92
2021 Q3	$390K	Hold	6,592	–	–	0.22%	88
2021 Q2	$391K	Buy	6,592 +172	+3%	+$9.97K	0.22%	90
2021 Q1	$355K	Sell	6,420 -60	-0.9%	-$3.26K	0.21%	90
2020 Q4	$334K	Sell	6,480 -260	-4%	-$12.6K	0.21%	95
2020 Q3	$296K	Sell	6,740 -808	-11%	-$35.2K	0.21%	94
2020 Q2	$309K	Buy	7,548 +52	+0.7%	+$1.99K	0.25%	86
2020 Q1	$246K	Sell	7,496 -360	-5%	-$14.9K	0.26%	85
2019 Q4	$349K	Buy	+7,856	New	+$337K	0.29%	76

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Howard Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $9.23K and leaving 7,317 shares worth $590K. The position accounts for 0.22% of the portfolio, ranked #86.

Howard Wealth Management first reported a position in VO in Q4 2019 and has held it in 26 quarters since. 1,024 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Howard Wealth Management held 7,317 shares of Vanguard Mid-Cap ETF worth $590K as of Q2 2026.
Howard Wealth Management sold 119 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $9.23K.
Vanguard Mid-Cap ETF made up 0.22% of Howard Wealth Management's portfolio in Q2 2026, its #86 holding.
Howard Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
1,024 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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