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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
Q2 		$2.57M Buy
3,741
+835
+29% +$557K 1.17% 23
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Horizon Family Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 29% in Q2 2026, buying an estimated $557K and bringing the position to 3,741 shares worth $2.57M. The position accounts for 1.17% of the portfolio, ranked #23.

Horizon Family Wealth first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Horizon Family Wealth held 3,741 shares of Vanguard S&P 500 ETF worth $2.57M as of Q2 2026.
  • Horizon Family Wealth bought 835 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $557K.
  • Vanguard S&P 500 ETF made up 1.17% of Horizon Family Wealth's portfolio in Q2 2026, its #23 holding.
  • Horizon Family Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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