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Horizon Financial Services’s Vanguard Morningstar 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Horizon Financial Services increased its Vanguard Morningstar 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. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Horizon Financial Services held 5,931 shares of Vanguard Morningstar Growth ETF worth $511K as of Q2 2026.
  • Horizon Financial Services bought 81 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.82K.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Horizon Financial Services's Vanguard Morningstar Growth ETF position peaked at $11.6M in Q1 2021.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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