Horizon Family Wealth, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1910660
CHICAGO, IL
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,792,031
+$457,266 QoQ
Shares Held
12,510
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.66%
of 13F equity value
Holder Rank
#201
of 556 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,792,031 | 12,510 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,334,765 | 12,732 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,270,032 | 12,677 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,160,104 | 20,293 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,788,654 | 20,207 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,482,454 | 20,214 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,955,489 | 16,462 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,167,862 | 9,139 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,981,765 | 9,089 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,921,984 | 8,408 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,730,959 | 8,114 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,527,496 | 8,079 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,603,053 | 8,060 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,484,444 | 7,831 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,423,536 | 7,756 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,304,897 | 7,635 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,340,549 | 7,612 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,557,346 | 7,328 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,616,423 | 7,152 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||