Howard Wealth Management
VTI icon

Howard Wealth Management’s Vanguard Morningstar 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
Q3 		$2.43M Buy
6,504
+12
+0.2% +$4.5K 0.88% 37
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 		$1.74M 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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Howard Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.18% in Q3 2026, buying an estimated $4.5K and bringing the position to 6,504 shares worth $2.43M. The position accounts for 0.88% of the portfolio, ranked #37.

Howard Wealth Management first reported a position in VTI in Q4 2019 and has held it in 28 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Howard Wealth Management held 6,504 shares of Vanguard Morningstar Total Stock Market ETF worth $2.43M as of Q3 2026.
  • Howard Wealth Management bought 12 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $4.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.88% of Howard Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Howard Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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