Horizon Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Horizon Financial Services’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	$48.8K	Buy	71 +54	+318%	+$36K	0.02%	148
2026 Q1	$10.2K	Buy	17 +4	+31%	+$2.5K	﹤0.01%	261
2025 Q4	$8.15K	Hold	13	–	–	﹤0.01%	210
2025 Q3	$7.96K	Hold	13	–	–	﹤0.01%	214
2025 Q2	$7.38K	Hold	13	–	–	﹤0.01%	145
2025 Q1	$6.68K	Hold	13	–	–	﹤0.01%	132
2024 Q4	$7K	Sell	13 -174	-93%	-$94.2K	﹤0.01%	131
2024 Q3	$98.7K	Hold	187	–	–	0.06%	65
2024 Q2	$93.5K	Hold	187	–	–	0.06%	67
2024 Q1	$89.9K	Buy	+187	New	+$85.6K	0.06%	63
2021 Q2	–	Sell	-350	Closed	-$128K	–	166
2021 Q1	$128K	Buy	+350	New	+$124K	0.11%	26

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Horizon Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 318% in Q2 2026, buying an estimated $36K and bringing the position to 71 shares worth $48.8K. The position accounts for 0.02% of the portfolio, ranked #148.

Horizon Financial Services first reported a position in VOO in Q1 2021 and has held it in 11 quarters since. The position peaked at $128K in Q1 2021. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Horizon Financial Services held 71 shares of Vanguard S&P 500 ETF worth $48.8K as of Q2 2026.
Horizon Financial Services bought 54 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $36K.
Vanguard S&P 500 ETF made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #148 holding.
Horizon Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 11 quarters since.
Horizon Financial Services's Vanguard S&P 500 ETF position peaked at $128K in Q1 2021.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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