SEC 13F Intelligence

Howard Wealth Management, LLC / VTV

Howard Wealth Management, LLC’s Vanguard Index Fds Position

Does Howard Wealth Management, LLC own Vanguard Index Fds (VTV)? Yes — 15.0K shares worth $3M (+1.24% of its 13F portfolio) as of Q1 2026, down from 15.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
15.0K
% of Portfolio
+1.24%
Quarters Held
26
currently held

Position History VTV

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.0K$3M+1.24%
Q4 202515.0K$3M+1.25%
Q3 202514.8K$3M+1.27%
Q2 202515.7K$3M+1.40%
Q1 202515.6K$3M+1.50%
Q4 202415.6K$3M+1.43%
Q3 202415.4K$3M+1.56%
Q2 202415.9K$3M+2.01%
Q1 202415.5K$3M+2.06%
Q4 202315.5K$2M+1.94%
Q3 202315.5K$2M+1.97%
Q2 202315.5K$2M+1.91%
Q1 202315.7K$2M+1.81%
Q4 202215.8K$2M+1.82%
Q3 202215.8K$2M+1.38%
Q2 202215.8K$2M+2.20%
Q1 202215.8K$2M+1.27%
Q4 202116.5K$2M+1.28%
Q3 202115.0K$2M+1.14%
Q2 202115.3K$2M+1.16%
Q1 202114.6K$2M+1.12%
Q4 202014.1K$2M+1.04%
Q3 202014.2K$1M+1.06%
Q2 202014.9K$1M+1.21%
Q1 202014.4K$1M+1.34%
Q4 201915.4K$2M+1.54%

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 VTV.