Howard Wealth Management
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Howard Wealth Management’s Vanguard Morningstar 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
Q3 		$2.54M Sell
7,232
-2
-0% -$700 0.92% 35
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% +$5.18K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

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

Howard Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.03% in Q3 2026, selling an estimated $700 and leaving 7,232 shares worth $2.54M. The position accounts for 0.92% of the portfolio, ranked #35.

Howard Wealth Management first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 884 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Howard Wealth Management held 7,232 shares of Vanguard Morningstar Large-Cap ETF worth $2.54M as of Q3 2026.
  • Howard Wealth Management sold 2 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $700.
  • Vanguard Morningstar Large-Cap ETF made up 0.92% of Howard Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Howard Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 884 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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