SEC 13F Intelligence

Howard Wealth Management, LLC / VIG

Howard Wealth Management, LLC’s Vanguard Specialized Funds Position

Does Howard Wealth Management, LLC own Vanguard Specialized Funds (VIG)? Yes — 26.6K shares worth $6M (+2.41% of its 13F portfolio) as of Q1 2026, down from 27.1K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
26.6K
% of Portfolio
+2.41%
Quarters Held
25
currently held

Position History VIG

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ3 ’22: $4MQ4 ’22: $5MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.6K$6M+2.41%
Q4 202527.1K$6M+2.60%
Q3 202528.1K$6M+2.78%
Q2 202527.9K$6M+2.89%
Q1 202528.9K$6M+3.13%
Q4 202429.8K$6M+3.16%
Q3 202430.0K$6M+3.46%
Q2 202429.9K$5M+4.30%
Q1 202429.1K$5M+4.33%
Q4 202330.2K$5M+4.30%
Q3 202330.7K$5M+4.39%
Q2 202330.9K$5M+4.36%
Q1 202331.3K$5M+4.02%
Q4 202231.2K$5M+3.88%
Q3 202231.6K$4M+3.02%
Q1 202231.8K$5M+2.81%
Q4 202131.9K$5M+2.89%
Q3 202131.8K$5M+2.73%
Q2 202132.5K$5M+2.77%
Q1 202131.9K$5M+2.74%
Q4 202032.1K$5M+2.83%
Q3 202032.1K$4M+2.94%
Q2 202032.6K$4M+3.12%
Q1 202032.9K$3M+3.58%
Q4 201933.7K$4M+3.50%

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 VIG.