Horizon Investment Services’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Horizon Investment Services's VO Position: Q1 2026 in Review

Horizon Investment Services held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 3,568 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #121.

Horizon Investment Services first reported a position in VO in Q1 2023 and has held it in 7 quarters since. The position peaked at $267K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Horizon Investment Services held 3,568 shares of Vanguard Mid-Cap ETF worth $256K as of Q1 2026.
Horizon Investment Services left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.09% of Horizon Investment Services's portfolio in Q1 2026, its #121 holding.
Horizon Investment Services first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 7 quarters since.
Horizon Investment Services's Vanguard Mid-Cap ETF position peaked at $267K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.