VB — VANGUARD SMALL-CAP INDEX FUND

Ownership history in Horizons Wealth Management  ·  15 quarters on record

This page tracks every 13F SEC filing in which Horizons Wealth Management reported a position in VANGUARD SMALL-CAP INDEX FUND (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.85% (2022 Q2)
Avg. % of fund
7.1%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 41,077 +986 +2.5% 6.94% $10.6M $257.95
2025 Q3 ADDED 40,091 +38 +0.1% 6.94% $10.2M $253.38
2025 Q2 ADDED 40,053 +1,316 +3.4% 6.77% $9.5M $235.40
2025 Q1 ADDED 38,737 +164 +0.4% 6.39% $8.6M $219.54
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
← Back to Horizons Wealth Management Holdings