Horizon Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Horizon Investments’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2K	Buy	102 +81	+386%	+$8.45K	﹤0.01%	1201
2025 Q4	$2.09K	Hold	21	–	–	﹤0.01%	1207
2025 Q3	$2.05K	Hold	21	–	–	﹤0.01%	1088
2025 Q2	$1.83K	Buy	21 +5	+31%	+$407	﹤0.01%	1029
2025 Q1	$1.29K	Buy	16 +11	+220%	+$965	﹤0.01%	783
2024 Q4	$447	Buy	+5	New	+$461	﹤0.01%	846

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Horizon Investments's VTWO Position: Q1 2026 in Review

Horizon Investments increased its Vanguard Russell 2000 ETF (VTWO) stake by 386% in Q1 2026, buying an estimated $8.45K and bringing the position to 102 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Horizon Investments first reported a position in VTWO in Q4 2024 and has held it in 6 quarters since. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Horizon Investments held 102 shares of Vanguard Russell 2000 ETF worth $10.2K as of Q1 2026.
Horizon Investments bought 81 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $8.45K.
Vanguard Russell 2000 ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1201 holding.
Horizon Investments first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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