Horizon Investment Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Horizon Investment Services’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Sell	3,472 -96	-3%	-$7.44K	0.08%	121
2026 Q1	$256K	Hold	3,568	–	–	0.09%	121
2025 Q4	$259K	Sell	3,568 -68	-2%	-$4.95K	0.09%	118
2025 Q3	$267K	Buy	3,636 +124	+4%	+$8.9K	0.1%	107
2025 Q2	$246K	Hold	3,512	–	–	0.11%	101
2025 Q1	$227K	Buy	3,512 +160	+5%	+$10.7K	0.11%	104
2024 Q4	$221K	Buy	+3,352	New	+$228K	0.09%	117
2023 Q2	–	Sell	-3,892	Closed	-$205K	–	114
2023 Q1	$205K	Buy	+3,892	New	+$207K	0.13%	106

Other funds holding VO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Horizon Investment Services's VO Position: Q2 2026 in Review

Horizon Investment Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q2 2026, selling an estimated $7.44K and leaving 3,472 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #121.

Horizon Investment Services first reported a position in VO in Q1 2023 and has held it in 8 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Horizon Investment Services held 3,472 shares of Vanguard Morningstar Mid-Cap ETF worth $280K as of Q2 2026.
Horizon Investment Services sold 96 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.44K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Horizon Investment Services's portfolio in Q2 2026, its #121 holding.
Horizon Investment Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 8 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.