Howard Wealth Management
VOO icon

Howard Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Howard Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.12M Buy
7,305
+76
+1% +$53.1K 1.85% 14
2026
Q2 		$4.97M Sell
7,229
-220
-3% -$147K 1.84% 15
2026
Q1 		$4.45M Buy
7,449
+134
+2% +$83.8K 1.87% 13
2025
Q4 		$4.59M Buy
7,315
+13
+0.2% +$8.08K 2% 12
2025
Q3 		$4.47M Buy
7,302
+44
+0.6% +$25.9K 2.06% 13
2025
Q2 		$4.12M Buy
7,258
+36
+0.5% +$18.9K 2.08% 13
2025
Q1 		$3.71M Sell
7,222
-263
-4% -$142K 2.07% 12
2024
Q4 		$4.03M Buy
7,485
+894
+14% +$484K 2.18% 11
2024
Q3 		$3.48M Buy
6,591
+665
+11% +$338K 2.02% 14
2024
Q2 		$2.96M Buy
5,926
+328
+6% +$158K 2.34% 9
2024
Q1 		$2.69M Buy
5,598
+240
+4% +$110K 2.19% 11
2023
Q4 		$2.34M Buy
5,358
+591
+12% +$242K 1.96% 12
2023
Q3 		$1.87M Buy
4,767
+519
+12% +$212K 1.73% 14
2023
Q2 		$1.73M Buy
4,248
+52
+1% +$20.1K 1.5% 15
2023
Q1 		$1.58M Sell
4,196
-169
-4% -$62K 1.32% 17
2022
Q4 		$1.53M Sell
4,365
-526
-11% -$186K 1.26% 20
2022
Q3 		$1.6M Buy
4,891
+856
+21% +$313K 1.14% 24
2022
Q2 		$1.4M Sell
4,035
-208
-5% -$78.4K 1.48% 19
2022
Q1 		$1.76M Buy
4,243
+214
+5% +$87.6K 0.96% 30
2021
Q4 		$1.76M Buy
4,029
+41
+1% +$17.3K 0.93% 31
2021
Q3 		$1.57M Sell
3,988
-3
-0.1% -$1.22K 0.88% 34
2021
Q2 		$1.57M Buy
3,991
+41
+1% +$15.7K 0.86% 35
2021
Q1 		$1.44M Buy
3,950
+78
+2% +$27.7K 0.84% 35
2020
Q4 		$1.33M Buy
3,872
+504
+15% +$164K 0.83% 34
2020
Q3 		$1.04M Buy
3,368
+279
+9% +$85K 0.74% 36
2020
Q2 		$875K Buy
3,089
+1,406
+84% +$378K 0.71% 39
2020
Q1 		$398K Buy
1,683
+223
+15% +$62.5K 0.42% 59
2019
Q4 		$431K Buy
+1,460
New +$413K 0.36% 68

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Howard Wealth Management's VOO Position: Q3 2026 in Review

Howard Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q3 2026, buying an estimated $53.1K and bringing the position to 7,305 shares worth $5.12M. The position accounts for 1.85% of the portfolio, ranked #14.

Howard Wealth Management first reported a position in VOO in Q4 2019 and has held it in 28 quarters since. 2,735 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Howard Wealth Management held 7,305 shares of Vanguard S&P 500 ETF worth $5.12M as of Q3 2026.
  • Howard Wealth Management bought 76 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $53.1K.
  • Vanguard S&P 500 ETF made up 1.85% of Howard Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Howard Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.