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

Horizons Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127K Hold
622
– – 0.08% 71
2025
Q4 		$127K Buy
622
+3
+0.5% +$607 0.08% 74
2025
Q3 		$123K Buy
619
+3
+0.5% +$582 0.08% 76
2025
Q2 		$116K Buy
616
+3
+0.5% +$540 0.08% 77
2025
Q1 		$113K Buy
+613
New +$115K 0.08% 75

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Horizons Wealth Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q1 2026 at 622 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #71.

Horizons Wealth Management first reported a position in VOOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $127K in Q4 2025. 437 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Horizons Wealth Management held 622 shares of Vanguard S&P 500 Value ETF worth $127K as of Q1 2026.
  • Horizons Wealth Management left its Vanguard S&P 500 Value ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 Value ETF made up 0.08% of Horizons Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Horizons Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Horizons Wealth Management's Vanguard S&P 500 Value ETF position peaked at $127K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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