Horizon Financial Services
VBK icon

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
Q3 		$300K Buy
887
+80
+10% +$27.9K 0.11% 67
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
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Horizon Financial Services's VBK Position: Q3 2026 in Review

Horizon Financial Services increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9.9% in Q3 2026, buying an estimated $27.9K and bringing the position to 887 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #67.

Horizon Financial Services first reported a position in VBK in Q1 2024 and has held it in 11 quarters since. 829 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Horizon Financial Services held 887 shares of Vanguard Morningstar Small-Cap Growth ETF worth $300K as of Q3 2026.
  • Horizon Financial Services bought 80 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $27.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.11% of Horizon Financial Services's portfolio in Q3 2026, its #67 holding.
  • Horizon Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 829 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.