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Horizon Family Wealth, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Family Wealth, Inc. on VUG, newest first. How the timeline and the estimate are built.

Horizon Family Wealth, Inc. held 170,865 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,865 shares
    Change vs previous 13F +138,323 shares

    6.72% of the 13F portfolio, value $14,718,283.

    13F-HR 0001910660-26-000008 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,542 shares
    Change vs previous 13F -416 shares

    7.51% of the 13F portfolio, value $14,214,000.

    13F-HR 0001910660-26-000002 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,958 shares
    Change vs previous 13F -698 shares

    8.56% of the 13F portfolio, value $16,078,692.

    13F-HR 0001910660-26-000001 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,656 shares
    Change vs previous 13F -52 shares

    9.28% of the 13F portfolio, value $16,141,587.

    13F-HR 0001910660-25-000006 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,708 shares
    Change vs previous 13F +544 shares

    9.01% of the 13F portfolio, value $14,777,575.

    13F-HR 0001910660-25-000003 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,164 shares
    Change vs previous 13F -1,197 shares

    8.2% of the 13F portfolio, value $12,297,781.

    13F-HR 0001910660-25-000002 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,361 shares
    Change vs previous 13F -2,862 shares

    9.37% of the 13F portfolio, value $14,102,926.

    13F-HR 0001910660-25-000001 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,223 shares
    Change vs previous 13F not available

    10.2% of the 13F portfolio, value $14,290,914.

    13F-HR 0001910660-24-000005 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).