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Horizon Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Horizon Investments’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$427K Sell
1,155
-1,155
-50% -$413K ﹤0.01% 890
2026
Q1 		$741K Buy
2,310
+1,155
+100% +$388K 0.01% 746
2025
Q4 		$387K Buy
1,155
+819
+244% +$272K ﹤0.01% 877
2025
Q3 		$110K Hold
336
– – ﹤0.01% 968
2025
Q2 		$102K Hold
336
– – ﹤0.01% 948
2025
Q1 		$92.3K Hold
336
– – ﹤0.01% 630
2024
Q4 		$97.4K Buy
+336
New +$98K ﹤0.01% 623

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horizon Investments's VTI Position: Q2 2026 in Review

Horizon Investments reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 50% in Q2 2026, selling an estimated $413K and leaving 1,155 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Horizon Investments first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $741K in Q1 2026. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Horizon Investments held 1,155 shares of Vanguard Morningstar Total Stock Market ETF worth $427K as of Q2 2026.
  • Horizon Investments sold 1,155 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $413K.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #890 holding.
  • Horizon Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Horizon Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $741K in Q1 2026.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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