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Horizons Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Horizons Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Buy
154,888
+1,096
+0.7% +$81.4K 7.29% 3
2025
Q4 		$11.2M Buy
153,792
+3,584
+2% +$261K 7.31% 3
2025
Q3 		$11M Buy
150,208
+452
+0.3% +$32.5K 7.51% 3
2025
Q2 		$10.5M Buy
149,756
+2,720
+2% +$179K 7.47% 3
2025
Q1 		$9.51M Buy
147,036
+3,868
+3% +$260K 7.08% 4
2024
Q4 		$9.45M Buy
143,168
+1,444
+1% +$98K 7.21% 4
2024
Q3 		$9.35M Sell
141,724
-3,116
-2% -$196K 7.18% 4
2024
Q2 		$8.98M Sell
144,840
-52,920
-27% -$3.22M 7.11% 4
2024
Q1 		$11.5M Hold
197,760
– – 7.54% 4
2023
Q4 		$11.5M Buy
197,760
+2,916
+1% +$156K 7.54% 4
2023
Q3 		$10.1M Buy
194,844
+420
+0.2% +$23K 7.4% 4
2023
Q2 		$10.7M Sell
194,424
-1,856
-0.9% -$97.3K 7.57% 4
2023
Q1 		$10.3M Buy
196,280
+4,012
+2% +$213K 7.59% 4
2022
Q4 		$9.81M Buy
192,268
+8,976
+5% +$457K 7.84% 4
2022
Q3 		$8.61M Sell
183,292
-456
-0.2% -$23.8K 7.94% 4
2022
Q2 		$10.3M Buy
+183,748
New +$9.93M 8.46% 4

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Horizons Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.71% in Q1 2026, buying an estimated $81.4K and bringing the position to 154,888 shares worth $11.1M. The position accounts for 7.29% of the portfolio, ranked #3.

Horizons Wealth Management first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.5M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Horizons Wealth Management held 154,888 shares of Vanguard Mid-Cap ETF worth $11.1M as of Q1 2026.
  • Horizons Wealth Management bought 1,096 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $81.4K.
  • Vanguard Mid-Cap ETF made up 7.29% of Horizons Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Horizons Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's Vanguard Mid-Cap ETF position peaked at $11.5M in Q1 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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