HOWARD WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1766286
Madison, CT
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$8,346,080
+$127,278 QoQ
Shares Held
31,865
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,346,080 | 31,865 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,218,802 | 31,862 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,068,050 | 31,729 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,651,610 | 32,288 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,152,102 | 32,253 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,062,835 | 33,556 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,784,757 | 32,818 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,971,392 | 31,973 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,262,075 | 31,769 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,758,721 | 31,682 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,049,672 | 31,997 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,325,099 | 31,802 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,251,309 | 32,978 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,120,141 | 33,345 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,663,615 | 33,138 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,630,765 | 31,973 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,032,074 | 33,089 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,475,958 | 33,078 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $7,001,376 | 32,018 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,150,161 | 31,739 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,597,089 | 30,816 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,805,162 | 29,819 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,593,852 | 29,869 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,820,271 | 33,079 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $3,510,645 | 30,411 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||