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Horizon Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Horizon Financial Services’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$511K Buy
5,931
+81
+1% +$6.82K 0.2% 52
2026
Q1 		$426K Hold
5,850
– – 0.19% 48
2025
Q4 		$476K Sell
5,850
-132
-2% -$10.7K 0.22% 48
2025
Q3 		$478K Hold
5,982
– – 0.23% 45
2025
Q2 		$437K Hold
5,982
– – 0.23% 44
2025
Q1 		$370K Hold
5,982
– – 0.21% 45
2024
Q4 		$409K Sell
5,982
-318
-5% -$21.4K 0.23% 44
2024
Q3 		$403K Hold
6,300
– – 0.24% 42
2024
Q2 		$393K Sell
6,300
-18
-0.3% -$1.05K 0.25% 41
2024
Q1 		$362K Sell
6,318
-216
-3% -$11.9K 0.23% 42
2023
Q4 		$339K Sell
6,534
-1,128
-15% -$54.4K 0.24% 46
2023
Q3 		$348K Sell
7,662
-660
-8% -$31.2K 0.28% 40
2023
Q2 		$392K Sell
8,322
-756
-8% -$32.8K 0.32% 37
2023
Q1 		$377K Sell
9,078
-810
-8% -$31.5K 0.32% 36
2022
Q4 		$351K Sell
9,888
-13,980
-59% -$514K 0.3% 38
2022
Q3 		$851K Sell
23,868
-8,346
-26% -$335K 0.76% 28
2022
Q2 		$1.2M Sell
32,214
-498
-2% -$20.5K 0.92% 22
2022
Q1 		$1.57M Sell
32,712
-5,688
-15% -$269K 1% 24
2021
Q4 		$2.05M Sell
38,400
-6,330
-14% -$330K 1.25% 22
2021
Q3 		$2.16M Sell
44,730
-46,788
-51% -$2.33M 1.42% 19
2021
Q2 		$4.38M Sell
91,518
-179,052
-66% -$8.13M 3.17% 12
2021
Q1 		$11.6M Buy
270,570
+2,718
+1% +$116K 10.16% 4
2020
Q4 		$11.3M Sell
267,852
-3,342
-1% -$133K 10.25% 4
2020
Q3 		$10.3M Buy
+271,194
New +$10M 9.99% 5

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Horizon Financial Services increased its Vanguard Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $6.82K and bringing the position to 5,931 shares worth $511K. The position accounts for 0.2% of the portfolio, ranked #52.

Horizon Financial Services first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.6M in Q1 2021. 942 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Horizon Financial Services held 5,931 shares of Vanguard Growth ETF worth $511K as of Q2 2026.
  • Horizon Financial Services bought 81 Vanguard Growth ETF shares in Q2 2026, an estimated $6.82K.
  • Vanguard Growth ETF made up 0.2% of Horizon Financial Services's portfolio in Q2 2026, its #52 holding.
  • Horizon Financial Services first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Horizon Financial Services's Vanguard Growth ETF position peaked at $11.6M in Q1 2021.
  • 942 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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