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Horizon Family Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Horizon Family Wealth’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.14M Sell
113,473
-1,215
-1% -$94.2K 4.17% 7
2026
Q1 		$8.23M Sell
114,688
-4,816
-4% -$358K 4.35% 7
2025
Q4 		$8.67M Buy
119,504
+660
+0.6% +$48K 4.62% 6
2025
Q3 		$8.73M Buy
118,844
+952
+0.8% +$68.4K 5.02% 6
2025
Q2 		$8.25M Sell
117,892
-1,600
-1% -$105K 5.03% 6
2025
Q1 		$7.73M Buy
119,492
+15,140
+15% +$1.02M 5.15% 6
2024
Q4 		$6.89M Buy
104,352
+6,952
+7% +$472K 4.58% 6
2024
Q3 		$6.42M Buy
97,400
+2,400
+3% +$151K 4.59% 6
2024
Q2 		$5.75M Sell
95,000
-764
-0.8% -$46.4K 4.38% 6
2024
Q1 		$5.98M Sell
95,764
-87,788
-48% -$5.19M 4.61% 5
2023
Q4 		$10.7M Sell
183,552
-728
-0.4% -$38.9K 8.98% 4
2023
Q3 		$9.59M Buy
184,280
+4,796
+3% +$263K 9.29% 4
2023
Q2 		$9.88M Buy
179,484
+3,992
+2% +$209K 9.45% 3
2023
Q1 		$9.25M Buy
175,492
+2,880
+2% +$153K 9.8% 3
2022
Q4 		$8.8M Sell
172,612
-10,196
-6% -$519K 10.13% 3
2022
Q3 		$8.59M Buy
182,808
+692
+0.4% +$36.2K 10.49% 2
2022
Q2 		$8.97M Buy
182,116
+8,324
+5% +$450K 10.42% 2
2022
Q1 		$10.3M Buy
173,792
+8,692
+5% +$510K 10.24% 2
2021
Q4 		$10.5M Buy
+165,100
New +$10.3M 10.72% 2

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Horizon Family Wealth's VO Position: Q2 2026 in Review

Horizon Family Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $94.2K and leaving 113,473 shares worth $9.14M. The position accounts for 4.17% of the portfolio, ranked #7.

Horizon Family Wealth first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q4 2023. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Horizon Family Wealth held 113,473 shares of Vanguard Morningstar Mid-Cap ETF worth $9.14M as of Q2 2026.
  • Horizon Family Wealth sold 1,215 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $94.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.17% of Horizon Family Wealth's portfolio in Q2 2026, its #7 holding.
  • Horizon Family Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Horizon Family Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $10.7M in Q4 2023.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.