Howard Wealth Management
VUG icon

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
Q3 		$19.4M Buy
215,280
+500
+0.2% +$43.8K 7.01% 1
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 		$9.5M Buy
210,234
+1,872
+0.9% +$88.4K 8.8% 2
2023
Q2 		$9.8M 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 		$9.32M 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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

Howard Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.23% in Q3 2026, buying an estimated $43.8K and bringing the position to 215,280 shares worth $19.4M. The position accounts for 7.01% of the portfolio, ranked #1.

Howard Wealth Management first reported a position in VUG in Q4 2019 and has held it in 28 quarters since. 1,829 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Howard Wealth Management held 215,280 shares of Vanguard Morningstar Growth ETF worth $19.4M as of Q3 2026.
  • Howard Wealth Management bought 500 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $43.8K.
  • Vanguard Morningstar Growth ETF made up 7.01% of Howard Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Howard Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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