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Horizons Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Horizons Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
51,595
+236
+0.5% +$73.8K 10.11% 1
2025
Q4 		$16.2M Buy
51,359
+845
+2% +$264K 10.59% 1
2025
Q3 		$15.6M Sell
50,514
-757
-1% -$224K 10.59% 1
2025
Q2 		$14.6M Buy
51,271
+434
+0.9% +$114K 10.43% 1
2025
Q1 		$13.1M Sell
50,837
-67
-0.1% -$18.1K 9.73% 1
2024
Q4 		$13.7M Buy
50,904
+331
+0.7% +$89.7K 10.47% 1
2024
Q3 		$13.3M Sell
50,573
-1,495
-3% -$379K 10.23% 1
2024
Q2 		$13.1M Sell
52,068
-19,991
-28% -$4.8M 10.37% 1
2024
Q1 		$15.7M Hold
72,059
– – 10.3% 1
2023
Q4 		$15.7M Buy
72,059
+4,258
+6% +$870K 10.3% 1
2023
Q3 		$13.3M Sell
67,801
-1,253
-2% -$255K 9.67% 1
2023
Q2 		$13.9M Sell
69,054
-988
-1% -$189K 9.89% 1
2023
Q1 		$13.1M Buy
70,042
+3,748
+6% +$682K 9.6% 1
2022
Q4 		$11.6M Buy
66,294
+5,370
+9% +$942K 9.24% 1
2022
Q3 		$9.96M Buy
60,924
+274
+0.5% +$49.8K 9.18% 1
2022
Q2 		$11.9M Buy
+60,650
New +$11.4M 9.71% 1

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Horizons Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 0.46% in Q1 2026, buying an estimated $73.8K and bringing the position to 51,595 shares worth $15.4M. The position accounts for 10.11% of the portfolio, ranked #1.

Horizons Wealth Management first reported a position in VV in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.2M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Horizons Wealth Management held 51,595 shares of Vanguard Large-Cap ETF worth $15.4M as of Q1 2026.
  • Horizons Wealth Management bought 236 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $73.8K.
  • Vanguard Large-Cap ETF made up 10.11% of Horizons Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Horizons Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's Vanguard Large-Cap ETF position peaked at $16.2M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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