Horizons Wealth Management
VO icon

Horizons Wealth Management’s Vanguard Morningstar 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
Q3 		$12.3M Buy
+156,941
New +$12.8M 7.68% 3
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 		$9.5M 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 		$9.8M 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 +$9.9M 8.46% 4

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Horizons Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 156,941 shares worth $12.3M. The stake represents 7.68% of the portfolio and ranks #3 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in VO as recently as Q1 2026.

Horizons Wealth Management first reported a position in VO in Q2 2022 and has held it in 17 quarters since. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Horizons Wealth Management held 156,941 shares of Vanguard Morningstar Mid-Cap ETF worth $12.3M as of Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Horizons Wealth Management position in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 7.68% of Horizons Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Horizons Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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