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 Q2	$2.24M	Sell	7,327 -7,015	-49%	-$2.02M	0.02%	495
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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Horizon Investments's VOT Position: Q2 2026 in Review

Horizon Investments reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 49% in Q2 2026, selling an estimated $2.02M and leaving 7,327 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #495.

Horizon Investments first reported a position in VOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.69M in Q1 2026. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Horizon Investments held 7,327 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.24M as of Q2 2026.
Horizon Investments sold 7,015 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.02M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #495 holding.
Horizon Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Horizon Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.69M in Q1 2026.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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