Horizon Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Horizon Investments’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.93M	Sell	12,999 -5,689	-30%	-$3.79M	0.1%	179
2026 Q1	$11.2M	Buy	18,688 +4,914	+36%	+$3.07M	0.13%	137
2025 Q4	$8.64M	Buy	13,774 +302	+2%	+$188K	0.11%	158
2025 Q3	$8.25M	Buy	13,472 +8,963	+199%	+$5.28M	0.11%	157
2025 Q2	$2.56M	Sell	4,509 -5,454	-55%	-$2.87M	0.04%	329
2025 Q1	$5.12M	Sell	9,963 -1,394	-12%	-$754K	0.15%	80
2024 Q4	$6.12M	Buy	11,357 +548	+5%	+$297K	0.18%	64
2024 Q3	$5.7M	Sell	10,809 -989	-8%	-$503K	0.15%	65
2024 Q2	$5.9M	Buy	11,798 +153	+1%	+$73.6K	0.16%	65
2024 Q1	$5.6M	Buy	11,645 +6,197	+114%	+$2.84M	0.15%	79
2023 Q4	$2.38M	Sell	5,448 -96	-2%	-$39.3K	0.07%	131
2023 Q3	$2.18M	Buy	5,544 +990	+22%	+$405K	0.07%	112
2023 Q2	$1.85M	Buy	4,554 +1,030	+29%	+$397K	0.05%	127
2023 Q1	$1.33M	Buy	3,524 +627	+22%	+$230K	0.04%	148
2022 Q4	$1.02M	Buy	+2,897	New	+$1.02M	0.03%	219

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Horizon Investments's VOO Position: Q2 2026 in Review

Horizon Investments reduced its Vanguard S&P 500 ETF (VOO) stake by 30% in Q2 2026, selling an estimated $3.79M and leaving 12,999 shares worth $8.93M. The position accounts for 0.1% of the portfolio, ranked #179.

Horizon Investments first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.2M in Q1 2026. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Horizon Investments held 12,999 shares of Vanguard S&P 500 ETF worth $8.93M as of Q2 2026.
Horizon Investments sold 5,689 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.79M.
Vanguard S&P 500 ETF made up 0.1% of Horizon Investments's portfolio in Q2 2026, its #179 holding.
Horizon Investments first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Horizon Investments's Vanguard S&P 500 ETF position peaked at $11.2M in Q1 2026.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.