Horizon Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$592K	Buy	2,994 +912	+44%	+$176K	0.23%	48
2026 Q1	$384K	Buy	2,082 +915	+78%	+$171K	0.17%	49
2025 Q4	$207K	Buy	1,167 +168	+17%	+$29.4K	0.09%	59
2025 Q3	$174K	Buy	999 +397	+66%	+$67.5K	0.08%	63
2025 Q2	$99K	Sell	602 -91	-13%	-$14.4K	0.05%	64
2025 Q1	$111K	Sell	693 -281	-29%	-$45.9K	0.06%	61
2024 Q4	$158K	Buy	974 +5	+0.5%	+$843	0.09%	58
2024 Q3	$162K	Hold	969	–	–	0.1%	57
2024 Q2	$146K	Buy	969 +48	+5%	+$7.28K	0.09%	57
2024 Q1	$144K	Buy	+921	New	+$135K	0.09%	56
2022 Q1	–	Sell	-294	Closed	-$44.2K	–	113
2021 Q4	$44.2K	Buy	294 +15	+5%	+$2.2K	0.03%	77
2021 Q3	$39K	Buy	279 +160	+134%	+$22.7K	0.03%	90
2021 Q2	$17K	Buy	+119	New	+$16.8K	0.01%	95

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Horizon Financial Services increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 44% in Q2 2026, buying an estimated $176K and bringing the position to 2,994 shares worth $592K. The position accounts for 0.23% of the portfolio, ranked #48.

Horizon Financial Services first reported a position in VOE in Q2 2021 and has held it in 13 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Horizon Financial Services held 2,994 shares of Vanguard Morningstar Mid-Cap Value ETF worth $592K as of Q2 2026.
Horizon Financial Services bought 912 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $176K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.23% of Horizon Financial Services's portfolio in Q2 2026, its #48 holding.
Horizon Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 13 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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