Horizon Investments, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1560717
Charlotte, NC
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,524
+$9,864 QoQ
Shares Held
44
+528.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,524 | 44 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $1,660 | 7 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,526 | 7 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,600 | 7 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,773 | 13 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,592 | 19 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||