HWM
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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
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

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Howard Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 2% in Q2 2026, selling an estimated $105K and leaving 34,061 shares worth $5.35M. The position accounts for 1.98% of the portfolio, ranked #10.

Howard Wealth Management first reported a position in VT in Q4 2019 and has held it in 26 quarters since. 463 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Howard Wealth Management held 34,061 shares of Vanguard Total World Stock ETF worth $5.35M as of Q2 2026.
  • Howard Wealth Management sold 686 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Total World Stock ETF made up 1.98% of Howard Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Howard Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 26 quarters since.
  • 463 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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