SEC 13F Intelligence

Howard Wealth Management, LLC / VOO

Howard Wealth Management, LLC’s Vanguard Index Fds Position

Does Howard Wealth Management, LLC own Vanguard Index Fds (VOO)? Yes7.4K shares worth $4M (+1.87% of its 13F portfolio) as of Q1 2026, up from 7.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
7.4K
% of Portfolio
+1.87%
Quarters Held
26
currently held

Position History VOO

Reported value by quarter
Q4 ’19: $431,000Q4 ’19Q1 ’20: $398,000Q2 ’20: $875,000Q3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.4K$4M+1.87%
Q4 20257.3K$5M+2.00%
Q3 20257.3K$4M+2.06%
Q2 20257.3K$4M+2.08%
Q1 20257.2K$4M+2.07%
Q4 20247.5K$4M+2.18%
Q3 20246.6K$3M+2.02%
Q2 20245.9K$3M+2.34%
Q1 20245.6K$3M+2.19%
Q4 20235.4K$2M+1.96%
Q3 20234.8K$2M+1.73%
Q2 20234.2K$2M+1.50%
Q1 20234.2K$2M+1.32%
Q4 20224.4K$2M+1.26%
Q3 20224.9K$2M+1.14%
Q2 20224.0K$1M+1.48%
Q1 20224.2K$2M+0.96%
Q4 20214.0K$2M+0.93%
Q3 20214.0K$2M+0.88%
Q2 20214.0K$2M+0.86%
Q1 20214.0K$1M+0.84%
Q4 20203.9K$1M+0.83%
Q3 20203.4K$1M+0.74%
Q2 20203.1K$875,000+0.71%
Q1 20201.7K$398,000+0.42%
Q4 20191.5K$431,000+0.36%

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 VOO.