HWM
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Howard Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Howard Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Sell
6,492
-268
-4% -$95.8K 0.89% 38
2026
Q1 		$2.17M Sell
6,760
-180
-3% -$60.4K 0.91% 35
2025
Q4 		$2.33M Sell
6,940
-339
-5% -$113K 1.02% 33
2025
Q3 		$2.39M Sell
7,279
-75
-1% -$23.7K 1.1% 27
2025
Q2 		$2.23M Sell
7,354
-92
-1% -$25.9K 1.13% 24
2025
Q1 		$2.05M Sell
7,446
-375
-5% -$109K 1.14% 26
2024
Q4 		$2.27M Sell
7,821
-91
-1% -$26.6K 1.23% 22
2024
Q3 		$2.24M Sell
7,912
-72
-0.9% -$19.6K 1.3% 19
2024
Q2 		$2.14M Buy
7,984
+89
+1% +$23K 1.68% 13
2024
Q1 		$2.05M Sell
7,895
-621
-7% -$154K 1.67% 13
2023
Q4 		$2.02M Buy
8,516
+18
+0.2% +$3.98K 1.69% 14
2023
Q3 		$1.81M Buy
8,498
+136
+2% +$30.1K 1.66% 15
2023
Q2 		$1.84M Buy
8,362
+157
+2% +$32.7K 1.6% 14
2023
Q1 		$1.67M Buy
8,205
+130
+2% +$26K 1.4% 16
2022
Q4 		$1.54M Sell
8,075
-49
-0.6% -$9.44K 1.27% 19
2022
Q3 		$1.46M Buy
8,124
+5,663
+230% +$1.13M 1.03% 27
2022
Q2 		$464K Sell
2,461
-5,402
-69% -$1.11M 0.49% 37
2022
Q1 		$1.79M Sell
7,863
-45
-0.6% -$10.1K 0.98% 28
2021
Q4 		$1.91M Buy
7,908
+21
+0.3% +$4.96K 1.01% 26
2021
Q3 		$1.75M Buy
7,887
+52
+0.7% +$11.9K 0.98% 31
2021
Q2 		$1.75M Buy
7,835
+86
+1% +$18.7K 0.96% 33
2021
Q1 		$1.6M Buy
7,749
+29
+0.4% +$5.87K 0.94% 33
2020
Q4 		$1.5M Sell
7,720
-205
-3% -$37.5K 0.94% 33
2020
Q3 		$1.35M Sell
7,925
-1,213
-13% -$204K 0.96% 33
2020
Q2 		$1.43M Sell
9,138
-574
-6% -$84.6K 1.17% 29
2020
Q1 		$1.25M Sell
9,712
-234
-2% -$36.2K 1.31% 22
2019
Q4 		$1.63M Buy
+9,946
New +$1.56M 1.36% 18

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

Howard Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 4% in Q2 2026, selling an estimated $95.8K and leaving 6,492 shares worth $2.4M. The position accounts for 0.89% of the portfolio, ranked #38.

Howard Wealth Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Howard Wealth Management held 6,492 shares of Vanguard Total Stock Market ETF worth $2.4M as of Q2 2026.
  • Howard Wealth Management sold 268 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $95.8K.
  • Vanguard Total Stock Market ETF made up 0.89% of Howard Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Howard Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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