SEC 13F Intelligence

Howard Wealth Management, LLC / VYM

Howard Wealth Management, LLC’s Vanguard Whitehall Fds Position

Does Howard Wealth Management, LLC own Vanguard Whitehall Fds (VYM)? Yes — 112.7K shares worth $17M (+7.02% of its 13F portfolio) as of Q1 2026, up from 111.9K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
112.7K
% of Portfolio
+7.02%
Quarters Held
26
currently held

Position History VYM

Reported value by quarter
Q4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $11MQ2 ’22: $8MQ3 ’22: $9MQ4 ’22: $11MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $14MQ3 ’25: $15MQ4 ’25: $16MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026112.7K$17M+7.02%
Q4 2025111.9K$16M+7.01%
Q3 2025108.7K$15M+7.04%
Q2 2025105.8K$14M+7.13%
Q1 2025104.4K$13M+7.50%
Q4 2024106.6K$14M+7.36%
Q3 2024102.4K$13M+7.64%
Q2 2024101.2K$12M+9.47%
Q1 202498.7K$12M+9.71%
Q4 202398.9K$11M+9.23%
Q3 202398.1K$10M+9.34%
Q2 202396.7K$10M+8.89%
Q1 202398.5K$10M+8.66%
Q4 202298.7K$11M+8.76%
Q3 202296.0K$9M+6.45%
Q2 202279.8K$8M+8.59%
Q1 202295.4K$11M+5.83%
Q4 202191.7K$10M+5.42%
Q3 202187.7K$9M+5.07%
Q2 202188.5K$9M+5.10%
Q1 202187.6K$9M+5.17%
Q4 202087.2K$8M+4.97%
Q3 202086.2K$7M+4.97%
Q2 202091.2K$7M+5.87%
Q1 202087.3K$6M+6.49%
Q4 201986.1K$8M+6.73%

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 VYM.