VOOV β€” VANGUARD S&P 500 VALUE ETF

Ownership history in Horizons Wealth Management  Β·  5 quarters on record

AI Ownership Summary

Horizons Wealth Management reported VANGUARD S&P 500 VALUE ETF (VOOV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows VOOV at 0.08% 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.

What this VOOV 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 S&P 500 VALUE ETF, 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
2026 Q1

VOOV was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 VOOV β€” position size vs. price
% of Fund (quarterly)    VOOV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 622 β€” 0% 0.08% $127K 2026-05-15 (Est.) $204.51
2025 Q4 ADDED 622 +3 +0.5% 0.08% $127K 2026-01-05 $206.56
2025 Q3 ADDED 619 +3 +0.5% 0.08% $123K 2025-10-03 $198.85
2025 Q2 ADDED 616 +3 +0.5% 0.08% $116K 2025-07-07 $187.74
2025 Q1 INITIATED 613 β€” β€” 0.08% $113K 2025-04-10 $166.54

FAQ About Horizons Wealth Management and VOOV

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 VOOV?

Horizons Wealth Management reported VOOV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for VOOV was 0.08% in 2025 Q3.

What is the latest reported VOOV position on this page?

The most recent filing on this page is 2026 Q1, when Horizons Wealth Management reported 622 shares, equal to 0.08% of portfolio, with an estimated market value of $127K.

What does the chart on this VOOV ownership page compare?

The chart compares Horizons Wealth Management's quarterly VOOV 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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