Horizon Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Horizon Financial Services’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Buy	807 +238	+42%	+$81.1K	0.11%	72
2026 Q1	$172K	Buy	569 +281	+98%	+$88.3K	0.08%	69
2025 Q4	$87K	Buy	288 +44	+18%	+$13.3K	0.04%	82
2025 Q3	$72.6K	Buy	244 +95	+64%	+$27.4K	0.03%	88
2025 Q2	$41.3K	Sell	149 -24	-14%	-$6.18K	0.02%	88
2025 Q1	$43.6K	Sell	173 -119	-41%	-$33K	0.02%	81
2024 Q4	$81.8K	Hold	292	–	–	0.05%	68
2024 Q3	$78.1K	Hold	292	–	–	0.05%	75
2024 Q2	$73K	Buy	292 +14	+5%	+$3.49K	0.05%	74
2024 Q1	$72.5K	Buy	+278	New	+$68.3K	0.05%	70

Other funds holding VBK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Horizon Financial Services's VBK Position: Q2 2026 in Review

Horizon Financial Services increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 42% in Q2 2026, buying an estimated $81.1K and bringing the position to 807 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #72.

Horizon Financial Services first reported a position in VBK in Q1 2024 and has held it in 10 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Horizon Financial Services held 807 shares of Vanguard Morningstar Small-Cap Growth ETF worth $295K as of Q2 2026.
Horizon Financial Services bought 238 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $81.1K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.11% of Horizon Financial Services's portfolio in Q2 2026, its #72 holding.
Horizon Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.