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Horizon Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Horizon Investments’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.69M Buy
14,342
+7,496
+109% +$2.06M 0.04% 341
2025
Q4 		$1.91M Buy
6,846
+884
+15% +$253K 0.02% 477
2025
Q3 		$1.75M Buy
5,962
+3,912
+191% +$1.13M 0.02% 495
2025
Q2 		$583K Buy
2,050
+299
+17% +$77.1K 0.01% 711
2025
Q1 		$428K Buy
1,751
+186
+12% +$48.4K 0.01% 397
2024
Q4 		$397K Sell
1,565
-217
-12% -$55.9K 0.01% 409
2024
Q3 		$434K Buy
1,782
+420
+31% +$97.8K 0.01% 384
2024
Q2 		$313K Buy
1,362
+350
+35% +$80.3K 0.01% 442
2024
Q1 		$239K Buy
1,012
+916
+954% +$205K 0.01% 509
2023
Q4 		$21.1K Buy
96
+23
+32% +$4.6K ﹤0.01% 624
2023
Q3 		$14.2K Buy
73
+62
+564% +$12.7K ﹤0.01% 655
2023
Q2 		$2.26K Sell
11
-4
-27% -$775 ﹤0.01% 653
2023
Q1 		$2.92K Buy
+15
New +$2.87K ﹤0.01% 649

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Horizon Investments's VOT Position: Q1 2026 in Review

Horizon Investments increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 109% in Q1 2026, buying an estimated $2.06M and bringing the position to 14,342 shares worth $3.69M. The position accounts for 0.04% of the portfolio, ranked #341.

Horizon Investments first reported a position in VOT in Q1 2023 and has held it in 13 quarters since. 1,056 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Horizon Investments held 14,342 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.69M as of Q1 2026.
  • Horizon Investments bought 7,496 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.06M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Horizon Investments's portfolio in Q1 2026, its #341 holding.
  • Horizon Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

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