Horizons Wealth Management
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Horizons Wealth Management’s Vanguard Morningstar 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
Q3 		$17.6M Buy
+49,911
New +$17.5M 10.95% 1
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 		$10M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Horizons Wealth Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 49,911 shares worth $17.6M. The stake represents 10.95% of the portfolio and ranks #1 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in VV as recently as Q1 2026.

Horizons Wealth Management first reported a position in VV in Q2 2022 and has held it in 17 quarters since. 1,006 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Horizons Wealth Management held 49,911 shares of Vanguard Morningstar Large-Cap ETF worth $17.6M as of Q3 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Horizons Wealth Management position in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 10.95% of Horizons Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Horizons Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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