Aspen Grove Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Aspen Grove Capital’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$635K	Buy	7,879 +19	+0.2%	+$1.47K	0.09%	95
2026 Q1	$565K	Buy	7,860 +16	+0.2%	+$1.19K	0.11%	94
2025 Q4	$570K	Buy	7,844 +12	+0.2%	+$873	0.1%	90
2025 Q3	$578K	Buy	7,832 +16	+0.2%	+$1.15K	0.1%	91
2025 Q2	$550K	Sell	7,816 -8,800	-53%	-$578K	0.09%	99
2025 Q1	$1.08M	Buy	16,616 +300	+2%	+$20.1K	0.21%	66
2024 Q4	$1.08M	Buy	16,316 +1,012	+7%	+$68.7K	0.23%	59
2024 Q3	$1.01M	Buy	15,304 +208	+1%	+$13.1K	0.22%	64
2024 Q2	$918K	Hold	15,096	–	–	0.22%	67
2024 Q1	$943K	Sell	15,096 -4	-0%	-$236	0.27%	64
2023 Q4	$871K	Buy	15,100 +320	+2%	+$17.1K	0.27%	66
2023 Q3	$769K	Buy	14,780 +1,664	+13%	+$91.3K	0.29%	62
2023 Q2	$722K	Buy	+13,116	New	+$688K	0.23%	85

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Aspen Grove Capital's VO Position: Q2 2026 in Review

Aspen Grove Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.24% in Q2 2026, buying an estimated $1.47K and bringing the position to 7,879 shares worth $635K. The position accounts for 0.09% of the portfolio, ranked #95.

Aspen Grove Capital first reported a position in VO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Aspen Grove Capital held 7,879 shares of Vanguard Morningstar Mid-Cap ETF worth $635K as of Q2 2026.
Aspen Grove Capital bought 19 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Aspen Grove Capital's portfolio in Q2 2026, its #95 holding.
Aspen Grove Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Aspen Grove Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $1.08M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.