SEC 13F Intelligence

Howard Wealth Management, LLC / VB

Howard Wealth Management, LLC’s Vanguard Index Fds Position

Does Howard Wealth Management, LLC own Vanguard Index Fds (VB)? Yes — 31.9K shares worth $8M (+3.51% of its 13F portfolio) as of Q1 2026, up from 31.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
31.9K
% of Portfolio
+3.51%
Quarters Held
26
currently held

Position History VB

Reported value by quarter
Q4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.9K$8M+3.51%
Q4 202531.9K$8M+3.59%
Q3 202531.7K$8M+3.71%
Q2 202532.3K$8M+3.87%
Q1 202532.3K$7M+3.99%
Q4 202433.6K$8M+4.36%
Q3 202432.8K$8M+4.53%
Q2 202432.0K$7M+5.50%
Q1 202431.8K$7M+5.91%
Q4 202331.7K$7M+5.65%
Q3 202332.0K$6M+5.58%
Q2 202331.8K$6M+5.49%
Q1 202333.0K$6M+5.21%
Q4 202233.3K$6M+5.02%
Q3 202233.1K$6M+4.01%
Q2 202232.0K$6M+5.96%
Q1 202233.1K$7M+3.83%
Q4 202133.1K$7M+3.94%
Q3 202132.0K$7M+3.91%
Q2 202131.7K$7M+3.93%
Q1 202130.8K$7M+3.86%
Q4 202029.8K$6M+3.62%
Q3 202029.9K$5M+3.27%
Q2 202033.1K$5M+3.94%
Q1 202030.4K$4M+3.69%
Q4 201930.1K$5M+4.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Howard Wealth Management, LLC’s full portfolio or all institutional holders of VB.