VO β€” VANGUARD MID-CAP INDEX FUND

Ownership history in Horizons Wealth Management  Β·  15 quarters on record

AI Ownership Summary

Horizons Wealth Management reported VANGUARD MID-CAP INDEX FUND (VO) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.54% in 2023 Q4. The latest visible filing shows VO at 7.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizons Wealth Management's position in VANGUARD MID-CAP INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VO was reported at 7.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.54% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Horizons Wealth Management held VO β€” position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 38,448 +896 +2.4% 7.31% $11.2M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 37,552 +113 +0.3% 7.51% $11.0M 2025-10-03 $292.95
2025 Q2 ADDED 37,439 +680 +1.8% 7.47% $10.5M 2025-07-07 $279.08
2025 Q1 ADDED 36,759 +967 +2.7% 7.08% $9.5M 2025-04-10 $236.02
2024 Q4 ADDED 35,792 +361 +1.0% 7.21% $9.5M 2025-01-07 $260.51
2024 Q3 REDUCED 35,431 -779 -2.2% 7.18% $9.3M 2024-10-08 $256.46
2024 Q2 REDUCED 36,210 -13,230 -26.8% 7.11% $9.0M 2024-07-22 $244.07
2024 Q1 UNCHANGED 49,440 β€” 0% 7.54% $11.5M 2024-04-03 $239.17
2023 Q4 ADDED 49,440 +729 +1.5% 7.54% $11.5M 2024-01-08 $223.07
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Horizons Wealth Management and VO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horizons Wealth Management reported owning VO?

Horizons Wealth Management reported VO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VO position in Horizons Wealth Management's portfolio?

The largest reported portfolio weight for VO was 7.54% in 2023 Q4.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when Horizons Wealth Management reported 38,448 shares, equal to 7.31% of portfolio, with an estimated market value of $11.2M.

What does the chart on this VO ownership page compare?

The chart compares Horizons Wealth Management's quarterly VO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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