Horizons Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Horizons Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$504K	Sell	844 -18	-2%	-$11.3K	0.33%	45
2025 Q4	$541K	Sell	862 -69	-7%	-$42.9K	0.35%	43
2025 Q3	$570K	Sell	931 -6	-0.6%	-$3.54K	0.39%	39
2025 Q2	$532K	Buy	937 +117	+14%	+$61.5K	0.38%	38
2025 Q1	$421K	Buy	820 +141	+21%	+$76.2K	0.31%	44
2024 Q4	$366K	Sell	679 -137	-17%	-$74.2K	0.28%	48
2024 Q3	$431K	Sell	816 -15	-2%	-$7.63K	0.33%	42
2024 Q2	$419K	Buy	831 +538	+184%	+$259K	0.33%	41
2024 Q1	$128K	Hold	293	–	–	0.08%	71
2023 Q4	$128K	Sell	293 -9	-3%	-$3.69K	0.08%	71
2023 Q3	$119K	Hold	302	–	–	0.09%	71
2023 Q2	$123K	Buy	302 +137	+83%	+$52.9K	0.09%	72
2023 Q1	$62.1K	Sell	165 -6	-4%	-$2.2K	0.05%	79
2022 Q4	$60K	Hold	171	–	–	0.05%	82
2022 Q3	$56K	Hold	171	–	–	0.05%	75
2022 Q2	$67K	Buy	+171	New	+$64.4K	0.05%	73

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Horizons Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, selling an estimated $11.3K and leaving 844 shares worth $504K. The position accounts for 0.33% of the portfolio, ranked #45.

Horizons Wealth Management first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $570K in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Horizons Wealth Management held 844 shares of Vanguard S&P 500 ETF worth $504K as of Q1 2026.
Horizons Wealth Management sold 18 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $11.3K.
Vanguard S&P 500 ETF made up 0.33% of Horizons Wealth Management's portfolio in Q1 2026, its #45 holding.
Horizons Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Vanguard S&P 500 ETF position peaked at $570K in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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