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Horizon Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Horizon Financial Services’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$466K Buy
1,521
+461
+43% +$133K 0.18% 56
2026
Q1 		$273K Buy
1,060
+539
+103% +$148K 0.12% 54
2025
Q4 		$145K Buy
521
+74
+17% +$21.2K 0.07% 65
2025
Q3 		$131K Buy
447
+178
+66% +$51.4K 0.06% 68
2025
Q2 		$76.5K Sell
269
-38
-12% -$9.8K 0.04% 74
2025
Q1 		$75.1K Sell
307
-330
-52% -$85.8K 0.04% 67
2024
Q4 		$162K Hold
637
– – 0.09% 57
2024
Q3 		$155K Hold
637
– – 0.09% 58
2024
Q2 		$146K Buy
637
+36
+6% +$8.26K 0.09% 56
2024
Q1 		$142K Buy
+601
New +$135K 0.09% 57
2022
Q1 		– Sell
-312
Closed -$79.4K – 114
2021
Q4 		$79.4K Buy
312
+14
+5% +$3.53K 0.05% 68
2021
Q3 		$70K Buy
298
+162
+119% +$39.2K 0.05% 80
2021
Q2 		$32K Buy
+136
New +$30.5K 0.02% 84

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Horizon Financial Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 43% in Q2 2026, buying an estimated $133K and bringing the position to 1,521 shares worth $466K. The position accounts for 0.18% of the portfolio, ranked #56.

Horizon Financial Services first reported a position in VOT in Q2 2021 and has held it in 13 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Horizon Financial Services held 1,521 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $466K as of Q2 2026.
  • Horizon Financial Services bought 461 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.18% of Horizon Financial Services's portfolio in Q2 2026, its #56 holding.
  • Horizon Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 13 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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