Howard Wealth Management
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Howard Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Howard Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.34M Sell
33,858
-203
-0.6% -$32.2K 1.93% 13
2026
Q2 		$5.35M Sell
34,061
-686
-2% -$105K 1.98% 10
2026
Q1 		$4.81M Sell
34,747
-1,034
-3% -$149K 2.02% 11
2025
Q4 		$5.05M Sell
35,781
-868
-2% -$121K 2.2% 11
2025
Q3 		$5.05M Buy
36,649
+188
+0.5% +$25K 2.32% 7
2025
Q2 		$4.69M Sell
36,461
-435
-1% -$52K 2.37% 10
2025
Q1 		$4.28M Sell
36,896
-1,064
-3% -$127K 2.38% 10
2024
Q4 		$4.46M Sell
37,960
-778
-2% -$93.4K 2.41% 10
2024
Q3 		$4.64M Buy
38,738
+158
+0.4% +$18.2K 2.7% 6
2024
Q2 		$4.35M Buy
38,580
+973
+3% +$107K 3.43% 6
2024
Q1 		$4.16M Sell
37,607
-1,133
-3% -$120K 3.38% 6
2023
Q4 		$3.99M Buy
38,740
+468
+1% +$45K 3.33% 7
2023
Q3 		$3.57M Buy
38,272
+848
+2% +$82.3K 3.29% 7
2023
Q2 		$3.63M Buy
37,424
+305
+0.8% +$28.6K 3.15% 7
2023
Q1 		$3.42M Buy
37,119
+386
+1% +$35K 2.85% 8
2022
Q4 		$3.17M Sell
36,733
-668
-2% -$57.1K 2.6% 8
2022
Q3 		$2.95M Buy
+37,401
New +$3.29M 2.09% 12
2022
Q2 		– Sell
-36,953
Closed -$3.74M – 131
2022
Q1 		$3.74M Buy
36,953
+499
+1% +$50.5K 2.04% 12
2021
Q4 		$3.92M Buy
36,454
+292
+0.8% +$31K 2.07% 12
2021
Q3 		$3.68M Sell
36,162
-116
-0.3% -$12.2K 2.06% 11
2021
Q2 		$3.76M Buy
36,278
+289
+0.8% +$29.5K 2.07% 11
2021
Q1 		$3.5M Buy
35,989
+406
+1% +$39K 2.05% 11
2020
Q4 		$3.29M Buy
35,583
+778
+2% +$67.5K 2.05% 11
2020
Q3 		$2.81M Sell
34,805
-171
-0.5% -$13.7K 2% 13
2020
Q2 		$2.62M Sell
34,976
-949
-3% -$66.9K 2.14% 14
2020
Q1 		$2.26M Sell
35,925
-568
-2% -$42.8K 2.37% 14
2019
Q4 		$2.96M Buy
+36,493
New +$2.84M 2.47% 10

Other funds holding VT

Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

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

Howard Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.6% in Q3 2026, selling an estimated $32.2K and leaving 33,858 shares worth $5.34M. The position accounts for 1.93% of the portfolio, ranked #13.

Howard Wealth Management first reported a position in VT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.35M in Q2 2026. 518 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Howard Wealth Management held 33,858 shares of Vanguard Total World Stock ETF worth $5.34M as of Q3 2026.
  • Howard Wealth Management sold 203 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $32.2K.
  • Vanguard Total World Stock ETF made up 1.93% of Howard Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Howard Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's Vanguard Total World Stock ETF position peaked at $5.35M in Q2 2026.
  • 518 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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