HWM
VTI icon

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

Horizon Wealth Management’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
Q1 		$27.5M Buy
85,716
+4,509
+6% +$1.51M 4.03% 6
2025
Q4 		$27.2M Buy
81,207
+1,687
+2% +$561K 4.23% 9
2025
Q3 		$26.1M Buy
79,520
+1,306
+2% +$413K 3.83% 9
2025
Q2 		$23.8M Sell
78,214
-1,718
-2% -$483K 4.17% 8
2025
Q1 		$22M Sell
79,932
-530
-0.7% -$154K 3.7% 10
2024
Q4 		$23.3M Buy
80,462
+2,344
+3% +$684K 4.06% 7
2024
Q3 		$22.1M Buy
78,118
+3,012
+4% +$822K 4.42% 9
2024
Q2 		$20.1M Buy
75,106
+1,043
+1% +$270K 4.79% 7
2024
Q1 		$19.2M Buy
74,063
+1,937
+3% +$479K 5.02% 7
2023
Q4 		$17.1M Sell
72,126
-1,689
-2% -$373K 4.76% 7
2023
Q3 		$15.7M Buy
73,815
+2,088
+3% +$462K 6.3% 5
2023
Q2 		$15.8M Buy
71,727
+691
+1% +$144K 6.23% 7
2023
Q1 		$14.5M Buy
71,036
+180
+0.3% +$36K 10.88% 3
2022
Q4 		$13.5M Buy
70,856
+9,845
+16% +$1.9M 11.04% 2
2022
Q3 		$10.9M Buy
61,011
+2,071
+4% +$413K 8.03% 3
2022
Q2 		$11.1M Buy
58,940
+10,511
+22% +$2.16M 4.61% 6
2022
Q1 		$11M Sell
48,429
-4,736
-9% -$1.07M 3.43% 8
2021
Q4 		$12.8M Buy
+53,165
New +$12.6M 3.74% 7

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Horizon Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q1 2026, buying an estimated $1.51M and bringing the position to 85,716 shares worth $27.5M. The position accounts for 4.03% of the portfolio, ranked #6.

Horizon Wealth Management first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Horizon Wealth Management held 85,716 shares of Vanguard Morningstar Total Stock Market ETF worth $27.5M as of Q1 2026.
  • Horizon Wealth Management bought 4,509 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.51M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.03% of Horizon Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Horizon Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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