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Horizons Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Horizons Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.4M Buy
+39,982
New +$11.9M 7.09% 4
2026
Q1 		$10.6M Sell
40,388
-689
-2% -$186K 6.94% 4
2025
Q4 		$10.6M Buy
41,077
+986
+2% +$253K 6.94% 4
2025
Q3 		$10.2M Buy
40,091
+38
+0.1% +$9.42K 6.94% 5
2025
Q2 		$9.49M Buy
40,053
+1,316
+3% +$294K 6.77% 5
2025
Q1 		$8.59M Buy
38,737
+164
+0.4% +$39.2K 6.39% 5
2024
Q4 		$9.27M Buy
38,573
+147
+0.4% +$36.2K 7.07% 5
2024
Q3 		$9.12M Sell
38,426
-326
-0.8% -$74.1K 7% 5
2024
Q2 		$8.8M Sell
38,752
-13,434
-26% -$2.95M 6.96% 5
2024
Q1 		$11.1M Hold
52,186
– – 7.29% 5
2023
Q4 		$11.1M Buy
52,186
+1,178
+2% +$227K 7.29% 5
2023
Q3 		$9.6M Sell
51,008
-180
-0.4% -$35.9K 7.03% 5
2023
Q2 		$10.2M Buy
51,188
+602
+1% +$114K 7.21% 5
2023
Q1 		$9.6M Buy
50,586
+1,134
+2% +$220K 7.03% 5
2022
Q4 		$9.08M Buy
49,452
+2,636
+6% +$489K 7.26% 5
2022
Q3 		$8M Sell
46,816
-153
-0.3% -$28.9K 7.37% 5
2022
Q2 		$9.6M Buy
+46,969
New +$9.07M 7.85% 5

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Horizons Wealth Management's VB Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 39,982 shares worth $11.4M. The stake represents 7.09% of the portfolio and ranks #4 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in VB as recently as Q1 2026.

Horizons Wealth Management first reported a position in VB in Q2 2022 and has held it in 17 quarters since. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Horizons Wealth Management held 39,982 shares of Vanguard Morningstar Small-Cap ETF worth $11.4M as of Q3 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Horizons Wealth Management position in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 7.09% of Horizons Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Horizons Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.