AIM
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Aspen Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Aspen Investment Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.68M Buy
15,349
+925
+6% +$331K 1.53% 14
2026
Q1 		$4.63M Sell
14,424
-138
-0.9% -$46.3K 1.42% 14
2025
Q4 		$4.88M Buy
14,562
+11,644
+399% +$3.87M 1.47% 13
2025
Q3 		$957K Buy
2,918
+351
+14% +$111K 0.37% 75
2025
Q2 		$780K Sell
2,567
-101
-4% -$28.4K 0.33% 78
2025
Q1 		$733K Buy
+2,668
New +$775K 0.34% 80

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Aspen Investment Management increased its Vanguard Total Stock Market ETF (VTI) stake by 6.4% in Q2 2026, buying an estimated $331K and bringing the position to 15,349 shares worth $5.68M. The position accounts for 1.53% of the portfolio, ranked #14.

Aspen Investment Management first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Aspen Investment Management held 15,349 shares of Vanguard Total Stock Market ETF worth $5.68M as of Q2 2026.
  • Aspen Investment Management bought 925 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $331K.
  • Vanguard Total Stock Market ETF made up 1.53% of Aspen Investment Management's portfolio in Q2 2026, its #14 holding.
  • Aspen Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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