HFW
VOO icon

Horizon Family Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Horizon Family Wealth’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74M Sell
2,906
-109
-4% -$68.2K 0.92% 29
2025
Q4 		$1.89M Sell
3,015
-18
-0.6% -$11.2K 1.01% 29
2025
Q3 		$1.86M Buy
3,033
+9
+0.3% +$5.3K 1.07% 25
2025
Q2 		$1.72M Hold
3,024
– – 1.05% 23
2025
Q1 		$1.55M Sell
3,024
-158
-5% -$85.4K 1.04% 20
2024
Q4 		$1.71M Sell
3,182
-724
-19% -$392K 1.14% 19
2024
Q3 		$2.06M Buy
3,906
+397
+11% +$202K 1.47% 17
2024
Q2 		$1.75M Sell
3,509
-77
-2% -$37.1K 1.34% 17
2024
Q1 		$1.72M Buy
3,586
+137
+4% +$62.7K 1.33% 16
2023
Q4 		$1.51M Buy
3,449
+9
+0.3% +$3.69K 1.27% 18
2023
Q3 		$1.35M Sell
3,440
-102
-3% -$41.7K 1.31% 17
2023
Q2 		$1.44M Buy
3,542
+159
+5% +$61.3K 1.38% 18
2023
Q1 		$1.27M Buy
3,383
+59
+2% +$21.6K 1.35% 16
2022
Q4 		$1.17M Buy
3,324
+31
+0.9% +$11K 1.34% 16
2022
Q3 		$1.08M Buy
3,293
+108
+3% +$39.4K 1.32% 21
2022
Q2 		$1.1M Buy
3,185
+15
+0.5% +$5.65K 1.28% 20
2022
Q1 		$1.32M Buy
3,170
+297
+10% +$122K 1.3% 21
2021
Q4 		$1.25M Buy
+2,873
New +$1.21M 1.28% 23

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Horizon Family Wealth's VOO Position: Q1 2026 in Review

Horizon Family Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q1 2026, selling an estimated $68.2K and leaving 2,906 shares worth $1.74M. The position accounts for 0.92% of the portfolio, ranked #29.

Horizon Family Wealth first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.06M in Q3 2024. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Horizon Family Wealth held 2,906 shares of Vanguard S&P 500 ETF worth $1.74M as of Q1 2026.
  • Horizon Family Wealth sold 109 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $68.2K.
  • Vanguard S&P 500 ETF made up 0.92% of Horizon Family Wealth's portfolio in Q1 2026, its #29 holding.
  • Horizon Family Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Horizon Family Wealth's Vanguard S&P 500 ETF position peaked at $2.06M in Q3 2024.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.