Horizon Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.5M | Sell |
676,163
-451,261
| -40% | -$35M | 0.6% | 30 |
|
|
2026
Q1 | $20.2M | Buy |
1,127,424
+586,660
| +108% | +$43.6M | 0.23% | 75 |
|
|
2025
Q4 | $39.2M | Buy |
540,764
+49,600
| +10% | +$3.61M | 0.5% | 31 |
|
|
2025
Q3 | $36.1M | Buy |
491,164
+91,752
| +23% | +$6.59M | 0.47% | 31 |
|
|
2025
Q2 | $27.9M | Buy |
399,412
+88,400
| +28% | +$5.8M | 0.44% | 33 |
|
|
2025
Q1 | $20.1M | Sell |
311,012
-3,308
| -1% | -$222K | 0.6% | 26 |
|
|
2024
Q4 | $20.8M | Buy |
314,320
+936
| +0.3% | +$63.5K | 0.6% | 26 |
|
|
2024
Q3 | $20.7M | Buy |
313,384
+6,756
| +2% | +$424K | 0.55% | 24 |
|
|
2024
Q2 | $18.6M | Buy |
306,628
+14,648
| +5% | +$890K | 0.51% | 30 |
|
|
2024
Q1 | $18.2M | Sell |
291,980
-30,472
| -9% | -$1.8M | 0.48% | 33 |
|
|
2023
Q4 | $18.8M | Buy |
322,452
+13,500
| +4% | +$721K | 0.52% | 31 |
|
|
2023
Q3 | $16.1M | Buy |
308,952
+20,380
| +7% | +$1.12M | 0.49% | 32 |
|
|
2023
Q2 | $15.9M | Buy |
288,572
+47,808
| +20% | +$2.51M | 0.46% | 33 |
|
|
2023
Q1 | $12.7M | Buy |
240,764
+50,388
| +26% | +$2.68M | 0.38% | 34 |
|
|
2022
Q4 | $9.7M | Buy |
190,376
+27,196
| +17% | +$1.39M | 0.27% | 49 |
|
|
2022
Q3 | $7.67M | Sell |
163,180
-5,360
| -3% | -$280K | 0.24% | 43 |
|
|
2022
Q2 | $8.3M | Sell |
168,540
-65,480
| -28% | -$3.54M | 0.26% | 41 |
|
|
2022
Q1 | $13.9M | Buy |
+234,020
| New | +$13.7M | 0.39% | 37 |
|
|
2020
Q1 | – | Sell |
-233,956
| Closed | -$10.4M | – | 490 |
|
|
2019
Q4 | $10.4M | Sell |
233,956
-92
| -0% | -$3.95K | 0.46% | 31 |
|
|
2019
Q3 | $9.81M | Sell |
234,048
-20,508
| -8% | -$857K | 0.4% | 25 |
|
|
2019
Q2 | $10.6M | Sell |
254,556
-43,128
| -14% | -$1.76M | 0.3% | 32 |
|
|
2019
Q1 | $12M | Buy |
297,684
+97,212
| +48% | +$3.74M | 0.43% | 34 |
|
|
2018
Q4 | $6.92M | Sell |
200,472
-161,468
| -45% | -$6.06M | 0.35% | 25 |
|
|
2018
Q3 | $14.9M | Buy |
361,940
+24,296
| +7% | +$991K | 0.5% | 29 |
|
|
2018
Q2 | $13.3M | Sell |
337,644
-67,000
| -17% | -$2.63M | 0.58% | 30 |
|
|
2018
Q1 | $15.6M | Sell |
404,644
-18,624
| -4% | -$733K | 0.68% | 30 |
|
|
2017
Q4 | $14.9M | Buy |
423,268
+25,812
| +6% | +$974K | 0.93% | 21 |
|
|
2017
Q3 | $14M | Buy |
397,456
+29,576
| +8% | +$1.07M | 0.8% | 27 |
|
|
2017
Q2 | $12.9M | Sell |
367,880
-2,240
| -0.6% | -$79.2K | 0.77% | 30 |
|
|
2017
Q1 | $12.9M | Buy |
370,120
+11,612
| +3% | +$399K | 0.85% | 24 |
|
|
2016
Q4 | $11.8M | Buy |
358,508
+95,952
| +37% | +$3.11M | 0.81% | 19 |
|
|
2016
Q3 | $8.5M | Buy |
262,556
+37,648
| +17% | +$1.21M | 0.58% | 25 |
|
|
2016
Q2 | $6.95M | Buy |
224,908
+36,980
| +20% | +$1.13M | 0.52% | 22 |
|
|
2016
Q1 | $5.7M | Sell |
187,928
-17,764
| -9% | -$502K | 0.46% | 24 |
|
|
2015
Q4 | $6.18M | Buy |
205,692
+24,276
| +13% | +$741K | 0.49% | 21 |
|
|
2015
Q3 | $5.29M | Sell |
181,416
-9,584
| -5% | -$299K | 0.49% | 25 |
|
|
2015
Q2 | $6.08M | Buy |
191,000
+47,968
| +34% | +$1.56M | 0.49% | 20 |
|
|
2015
Q1 | $4.75M | Buy |
143,032
+67,728
| +90% | +$2.13M | 0.45% | 29 |
|
|
2014
Q4 | $2.33M | Buy |
75,304
+3,704
| +5% | +$112K | 0.24% | 40 |
|
|
2014
Q3 | $2.1M | Sell |
71,600
-32,080
| -31% | -$952K | 0.22% | 40 |
|
|
2014
Q2 | $3.08M | Buy |
103,680
+18,604
| +22% | +$531K | 0.37% | 30 |
|
|
2014
Q1 | $2.42M | Buy |
85,076
+12,488
| +17% | +$347K | 0.31% | 32 |
|
|
2013
Q4 | $2M | Buy |
72,588
+17,020
| +31% | +$453K | 0.3% | 23 |
|
|
2013
Q3 | $1.42M | Buy |
55,568
+13,608
| +32% | +$341K | 0.33% | 19 |
|
|
2013
Q2 | $998K | Buy |
+41,960
| New | +$995K | 0.29% | 20 |
|
Other funds holding VO
Horizon Investments's VO Position: Q2 2026 in Review
Horizon Investments reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 40% in Q2 2026, selling an estimated $35M and leaving 676,163 shares worth $54.5M. The position accounts for 0.6% of the portfolio, ranked #30.
Horizon Investments first reported a position in VO in Q2 2013 and has held it in 45 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Horizon Investments held 676,163 shares of Vanguard Morningstar Mid-Cap ETF worth $54.5M as of Q2 2026.
- Horizon Investments sold 451,261 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $35M.
- Vanguard Morningstar Mid-Cap ETF made up 0.6% of Horizon Investments's portfolio in Q2 2026, its #30 holding.
- Horizon Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 45 quarters since.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.