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Horizons Wealth Management’s Vanguard 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
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 		$9.64M 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 		$9.59M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Horizons Wealth Management's VB Position: Q1 2026 in Review

Horizons Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 1.7% in Q1 2026, selling an estimated $186K and leaving 40,388 shares worth $10.6M. The position accounts for 6.94% of the portfolio, ranked #4.

Horizons Wealth Management first reported a position in VB in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.1M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Horizons Wealth Management held 40,388 shares of Vanguard Small-Cap ETF worth $10.6M as of Q1 2026.
  • Horizons Wealth Management sold 689 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $186K.
  • Vanguard Small-Cap ETF made up 6.94% of Horizons Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Horizons Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's Vanguard Small-Cap ETF position peaked at $11.1M in Q1 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.