HWM
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Howard Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Howard Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49M Sell
7,234
-257
-3% -$85.7K 0.92% 36
2026
Q1 		$2.24M Sell
7,491
-237
-3% -$74.2K 0.94% 34
2025
Q4 		$2.43M Sell
7,728
-295
-4% -$92.1K 1.06% 28
2025
Q3 		$2.47M Sell
8,023
-309
-4% -$91.5K 1.14% 26
2025
Q2 		$2.38M Buy
8,332
+118
+1% +$31.1K 1.2% 21
2025
Q1 		$2.11M Buy
8,214
+82
+1% +$22.2K 1.18% 24
2024
Q4 		$2.19M Buy
8,132
+237
+3% +$64.2K 1.19% 24
2024
Q3 		$2.08M Buy
7,895
+222
+3% +$56.3K 1.21% 20
2024
Q2 		$1.92M Buy
7,673
+446
+6% +$107K 1.51% 14
2024
Q1 		$1.73M Buy
7,227
+125
+2% +$28.6K 1.41% 15
2023
Q4 		$1.55M Buy
7,102
+417
+6% +$85.2K 1.29% 18
2023
Q3 		$1.31M Buy
6,685
+185
+3% +$37.7K 1.21% 19
2023
Q2 		$1.32M Buy
6,500
+27
+0.4% +$5.17K 1.14% 20
2023
Q1 		$1.21M Sell
6,473
-49
-0.8% -$8.92K 1.01% 26
2022
Q4 		$1.14M Buy
6,522
+1,237
+23% +$217K 0.93% 30
2022
Q3 		$864K Sell
5,285
-788
-13% -$143K 0.61% 42
2022
Q2 		$1.05M Sell
6,073
-166
-3% -$31.2K 1.11% 24
2022
Q1 		$1.3M Buy
6,239
+352
+6% +$72.3K 0.71% 42
2021
Q4 		$1.3M Buy
5,887
+367
+7% +$78.7K 0.69% 42
2021
Q3 		$1.11M Buy
5,520
+322
+6% +$66.5K 0.62% 45
2021
Q2 		$1.04M Buy
5,198
+319
+7% +$62.3K 0.57% 48
2021
Q1 		$904K Buy
4,879
+1,521
+45% +$276K 0.53% 54
2020
Q4 		$590K Buy
3,358
+1,051
+46% +$175K 0.37% 68
2020
Q3 		$360K Buy
2,307
+445
+24% +$68.6K 0.26% 84
2020
Q2 		$266K Buy
+1,862
New +$252K 0.22% 93
2020
Q1 		– Sell
-279
Closed -$41K – 495
2019
Q4 		$41K Buy
+279
New +$39.5K 0.03% 217

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

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

Howard Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 3.4% in Q2 2026, selling an estimated $85.7K and leaving 7,234 shares worth $2.49M. The position accounts for 0.92% of the portfolio, ranked #36.

Howard Wealth Management first reported a position in VV in Q4 2019 and has held it in 26 quarters since. 514 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Howard Wealth Management held 7,234 shares of Vanguard Large-Cap ETF worth $2.49M as of Q2 2026.
  • Howard Wealth Management sold 257 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $85.7K.
  • Vanguard Large-Cap ETF made up 0.92% of Howard Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Howard Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 514 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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