Horizon Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Horizon Investments’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106K	Sell	307 -353	-53%	-$118K	﹤0.01%	1107
2026 Q1	$197K	Buy	660 +336	+104%	+$105K	﹤0.01%	978
2025 Q4	$102K	Buy	324 +145	+81%	+$45.3K	﹤0.01%	1056
2025 Q3	$55.1K	Buy	+179	New	+$53K	﹤0.01%	992

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

Horizon Investments's VV Position: Q2 2026 in Review

Horizon Investments reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 53% in Q2 2026, selling an estimated $118K and leaving 307 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Horizon Investments first reported a position in VV in Q3 2025 and has held it in 4 quarters since. The position peaked at $197K in Q1 2026. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Horizon Investments held 307 shares of Vanguard Morningstar Large-Cap ETF worth $106K as of Q2 2026.
Horizon Investments sold 353 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $118K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1107 holding.
Horizon Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
Horizon Investments's Vanguard Morningstar Large-Cap ETF position peaked at $197K in Q1 2026.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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