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

Horizon Investment 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
Q1 		$1.15M Buy
15,846
+492
+3% +$38.3K 0.4% 56
2025
Q4 		$1.25M Buy
15,354
+690
+5% +$56K 0.45% 51
2025
Q3 		$1.17M Buy
14,664
+1,062
+8% +$81.2K 0.44% 50
2025
Q2 		$994K Sell
13,602
-498
-4% -$32.8K 0.44% 53
2025
Q1 		$872K Sell
14,100
-372
-3% -$25.1K 0.42% 56
2024
Q4 		$990K Buy
14,472
+888
+7% +$59.7K 0.42% 58
2024
Q3 		$869K Buy
13,584
+876
+7% +$54.3K 0.37% 59
2024
Q2 		$793K Buy
12,708
+654
+5% +$38.1K 0.37% 57
2024
Q1 		$692K Sell
12,054
-2,442
-17% -$134K 0.34% 64
2023
Q4 		$751K Sell
14,496
-198
-1% -$9.56K 0.41% 65
2023
Q3 		$667K Buy
14,694
+450
+3% +$21.3K 0.4% 64
2023
Q2 		$672K Sell
14,244
-1,956
-12% -$84.8K 0.41% 59
2023
Q1 		$674K Buy
16,200
+1,644
+11% +$63.9K 0.43% 65
2022
Q4 		$517K Sell
14,556
-792
-5% -$29.1K 0.38% 62
2022
Q3 		$547K Buy
15,348
+1,812
+13% +$72.8K 0.4% 59
2022
Q2 		$503K Sell
13,536
-1,062
-7% -$43.6K 0.33% 70
2022
Q1 		$700K Sell
14,598
-558
-4% -$26.4K 0.37% 64
2021
Q4 		$811K Buy
15,156
+204
+1% +$10.6K 0.37% 66
2021
Q3 		$723K Buy
14,952
+1,848
+14% +$92K 0.36% 67
2021
Q2 		$626K Buy
13,104
+1,800
+16% +$81.7K 0.31% 65
2021
Q1 		$484K Buy
11,304
+5,484
+94% +$235K 0.26% 72
2020
Q4 		$246K Buy
5,820
+84
+1% +$3.35K 0.15% 98
2020
Q3 		$218K Buy
+5,736
New +$212K 0.14% 96

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Horizon Investment Services increased its Vanguard Growth ETF (VUG) stake by 3.2% in Q1 2026, buying an estimated $38.3K and bringing the position to 15,846 shares worth $1.15M. The position accounts for 0.4% of the portfolio, ranked #56.

Horizon Investment Services first reported a position in VUG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.25M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Horizon Investment Services held 15,846 shares of Vanguard Growth ETF worth $1.15M as of Q1 2026.
  • Horizon Investment Services bought 492 Vanguard Growth ETF shares in Q1 2026, an estimated $38.3K.
  • Vanguard Growth ETF made up 0.4% of Horizon Investment Services's portfolio in Q1 2026, its #56 holding.
  • Horizon Investment Services first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Horizon Investment Services's Vanguard Growth ETF position peaked at $1.25M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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