HWM
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Howard Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Howard Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Buy
214,780
+16
+0% +$1.35K 6.84% 2
2026
Q1 		$15.6M Sell
214,764
-816
-0.4% -$63.5K 6.58% 2
2025
Q4 		$17.5M Buy
215,580
+480
+0.2% +$39K 7.65% 1
2025
Q3 		$17.2M Sell
215,100
-5,112
-2% -$391K 7.9% 1
2025
Q2 		$16.1M Buy
220,212
+162
+0.1% +$10.7K 8.13% 1
2025
Q1 		$13.6M Sell
220,050
-5,526
-2% -$373K 7.58% 1
2024
Q4 		$15.4M Buy
225,576
+8,580
+4% +$576K 8.35% 1
2024
Q3 		$13.9M Buy
216,996
+1,470
+0.7% +$91.1K 8.08% 1
2024
Q2 		$13.4M Buy
215,526
+2,238
+1% +$131K 10.6% 1
2024
Q1 		$12.2M Buy
213,288
+120
+0.1% +$6.6K 9.95% 1
2023
Q4 		$11M Buy
213,168
+2,934
+1% +$142K 9.23% 1
2023
Q3 		$9.54M Buy
210,234
+1,872
+0.9% +$88.4K 8.8% 2
2023
Q2 		$9.83M Sell
208,362
-2,916
-1% -$126K 8.52% 2
2023
Q1 		$8.78M Sell
211,278
-48
-0% -$1.87K 7.32% 2
2022
Q4 		$7.51M Buy
211,326
+5,532
+3% +$204K 6.16% 2
2022
Q3 		$7.34M Buy
205,794
+1,398
+0.7% +$56.2K 5.2% 3
2022
Q2 		$7.59M Sell
204,396
-2,202
-1% -$90.5K 8.04% 3
2022
Q1 		$9.9M Buy
206,598
+3,006
+1% +$142K 5.39% 3
2021
Q4 		$10.9M Buy
203,592
+12,078
+6% +$629K 5.74% 2
2021
Q3 		$9.26M Sell
191,514
-3,372
-2% -$168K 5.18% 2
2021
Q2 		$9.31M Buy
194,886
+3,912
+2% +$178K 5.12% 2
2021
Q1 		$8.18M Buy
190,974
+4,728
+3% +$202K 4.78% 3
2020
Q4 		$7.86M Sell
186,246
-4,374
-2% -$175K 4.9% 3
2020
Q3 		$7.23M Sell
190,620
-14,640
-7% -$541K 5.16% 2
2020
Q2 		$6.91M Buy
205,260
+3,468
+2% +$107K 5.65% 2
2020
Q1 		$5.27M Buy
201,792
+3,120
+2% +$93.4K 5.54% 2
2019
Q4 		$6.03M Buy
+198,672
New +$5.74M 5.04% 2

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Howard Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.01% in Q2 2026, buying an estimated $1.35K and bringing the position to 214,780 shares worth $18.5M. The position accounts for 6.84% of the portfolio, ranked #2.

Howard Wealth Management first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Howard Wealth Management held 214,780 shares of Vanguard Morningstar Growth ETF worth $18.5M as of Q2 2026.
  • Howard Wealth Management bought 16 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.35K.
  • Vanguard Morningstar Growth ETF made up 6.84% of Howard Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Howard Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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