AIM
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Aspen Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Aspen Investment Management’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 		$1.68M Sell
20,889
-427
-2% -$33.1K 0.45% 66
2026
Q1 		$1.53M Buy
21,316
+4
+0% +$297 0.47% 70
2025
Q4 		$1.55M Sell
21,312
-1,896
-8% -$138K 0.47% 64
2025
Q3 		$1.7M Hold
23,208
– – 0.66% 46
2025
Q2 		$1.62M Sell
23,208
-20
-0.1% -$1.31K 0.68% 45
2025
Q1 		$1.5M Buy
23,228
+24
+0.1% +$1.61K 0.69% 47
2024
Q4 		$1.53M Hold
23,204
– – 0.71% 42
2024
Q3 		$1.53M Sell
23,204
-756
-3% -$47.5K 0.71% 45
2024
Q2 		$1.45M Sell
23,960
-56
-0.2% -$3.4K 0.72% 45
2024
Q1 		$1.5M Sell
24,016
-200
-0.8% -$11.8K 0.76% 43
2023
Q4 		$1.41M Hold
24,216
– – 0.79% 42
2023
Q3 		$1.26M Sell
24,216
-500
-2% -$27.4K 0.76% 39
2023
Q2 		$1.36M Hold
24,716
– – 0.81% 34
2023
Q1 		$1.3M Sell
24,716
-140
-0.6% -$7.45K 0.83% 35
2022
Q4 		$1.27M Sell
24,856
-220
-0.9% -$11.2K 0.83% 36
2022
Q3 		$1.18M Hold
25,076
– – 0.79% 40
2022
Q2 		$1.24M Buy
25,076
+80
+0.3% +$4.32K 0.77% 41
2022
Q1 		$1.49M Sell
24,996
-8,768
-26% -$514K 0.78% 42
2021
Q4 		$2.15M Sell
33,764
-40
-0.1% -$2.51K 1.06% 27
2021
Q3 		$2M Hold
33,804
– – 1.06% 27
2021
Q2 		$2.01M Sell
33,804
-11,224
-25% -$651K 1.05% 28
2021
Q1 		$2.49M Buy
45,028
+76
+0.2% +$4.12K 1.39% 19
2020
Q4 		$2.32M Sell
44,952
-332
-0.7% -$16.1K 1.38% 21
2020
Q3 		$2M Buy
45,284
+48
+0.1% +$2.09K 1.33% 21
2020
Q2 		$1.85M Buy
45,236
+20,536
+83% +$787K 1.33% 22
2020
Q1 		$813K Sell
24,700
-25,636
-51% -$1.06M 0.7% 43
2019
Q4 		$2.24M Buy
50,336
+280
+0.6% +$12K 1.4% 17
2019
Q3 		$2.1M Sell
50,056
-52
-0.1% -$2.17K 1.4% 16
2019
Q2 		$2.09M Buy
50,108
+780
+2% +$31.9K 1.38% 17
2019
Q1 		$1.98M Sell
49,328
-120
-0.2% -$4.62K 1.38% 16
2018
Q4 		$1.71M Sell
49,448
-4,704
-9% -$177K 1.37% 17
2018
Q3 		$2.22M Sell
54,152
-80
-0.1% -$3.26K 1.47% 12
2018
Q2 		$2.14M Buy
54,232
+3,520
+7% +$138K 1.48% 13
2018
Q1 		$1.96M Sell
50,712
-1,600
-3% -$63K 1.4% 14
2017
Q4 		$2.02M Sell
52,312
-4,984
-9% -$188K 1.44% 13
2017
Q3 		$2.11M Sell
57,296
-720
-1% -$26K 1.56% 14
2017
Q2 		$2.07M Sell
58,016
-440
-0.8% -$15.5K 1.56% 14
2017
Q1 		$2.04M Sell
58,456
-600
-1% -$20.6K 1.51% 15
2016
Q4 		$1.94M Sell
59,056
-1,200
-2% -$38.8K 1.46% 14
2016
Q3 		$1.95M Sell
60,256
-840
-1% -$26.9K 1.55% 10
2016
Q2 		$1.89M Buy
61,096
+52
+0.1% +$1.59K 1.55% 11
2016
Q1 		$1.85M Sell
61,044
-1,400
-2% -$39.6K 1.69% 11
2015
Q4 		$1.88M Sell
62,444
-80
-0.1% -$2.44K 1.86% 11
2015
Q3 		$1.82M Sell
62,524
-9,760
-14% -$304K 1.78% 10
2015
Q2 		$2.3M Buy
72,284
+21,000
+41% +$681K 1.93% 9
2015
Q1 		$1.7M Sell
51,284
-6,292
-11% -$198K 1.36% 14
2014
Q4 		$1.78M Buy
57,576
+2,920
+5% +$88K 1.49% 16
2014
Q3 		$1.6M Buy
54,656
+540
+1% +$16K 1.34% 15
2014
Q2 		$1.6M Sell
54,116
-1,960
-3% -$56K 0.98% 29
2014
Q1 		$1.59M Sell
56,076
-464
-0.8% -$12.9K 1.02% 28
2013
Q4 		$1.55M Buy
56,540
+1,560
+3% +$41.5K 1.04% 27
2013
Q3 		$1.41M Buy
54,980
+1,960
+4% +$49.2K 1% 30
2013
Q2 		$1.26M Buy
+53,020
New +$1.26M 0.86% 35

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Aspen Investment Management's VO Position: Q2 2026 in Review

Aspen Investment Management reduced its Vanguard Mid-Cap ETF (VO) stake by 2% in Q2 2026, selling an estimated $33.1K and leaving 20,889 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #66.

Aspen Investment Management first reported a position in VO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.49M in Q1 2021. 918 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Aspen Investment Management held 20,889 shares of Vanguard Mid-Cap ETF worth $1.68M as of Q2 2026.
  • Aspen Investment Management sold 427 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $33.1K.
  • Vanguard Mid-Cap ETF made up 0.45% of Aspen Investment Management's portfolio in Q2 2026, its #66 holding.
  • Aspen Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Vanguard Mid-Cap ETF position peaked at $2.49M in Q1 2021.
  • 918 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.