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Horizon Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Horizon Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$287K Buy
+480
New +$300K 0.04% 114
2023
Q3 		– Sell
-498
Closed -$203K – 87
2023
Q2 		$203K Buy
+498
New +$192K 0.08% 76

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Horizon Wealth Management's VOO Position: Q1 2026 in Review

Horizon Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 480 shares worth $287K. The stake represents 0.04% of the portfolio and ranks #114 among its holdings. This is a return to the name: Horizon Wealth Management previously reported a position in VOO as recently as Q2 2023.

Horizon Wealth Management first reported a position in VOO in Q2 2023 and has held it in 2 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Horizon Wealth Management held 480 shares of Vanguard S&P 500 ETF worth $287K as of Q1 2026.
  • Vanguard S&P 500 ETF was a new Horizon Wealth Management position in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.04% of Horizon Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Horizon Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 2 quarters since.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.