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Horizon Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Horizon Financial Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62K Hold
7
– – ﹤0.01% 453
2026
Q1 		$2.27K Hold
7
– – ﹤0.01% 342
2025
Q4 		$2.36K Hold
7
– – ﹤0.01% 304
2025
Q3 		$2.3K Buy
+7
New +$2.21K ﹤0.01% 314

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Horizon Financial Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 7 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Horizon Financial Services first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Horizon Financial Services held 7 shares of Vanguard Morningstar Total Stock Market ETF worth $2.62K as of Q2 2026.
  • Horizon Financial Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #453 holding.
  • Horizon Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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