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Aspen Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Aspen Investment Management’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
26,421
+1,052
+4% +$61.8K 0.42% 70
2026
Q1 		$1.37M Buy
25,369
+2,241
+10% +$126K 0.42% 76
2025
Q4 		$1.24M Buy
23,128
+576
+3% +$31.3K 0.37% 79
2025
Q3 		$1.22M Buy
22,552
+660
+3% +$34K 0.47% 64
2025
Q2 		$1.08M Buy
21,892
+401
+2% +$18.6K 0.46% 67
2025
Q1 		$973K Buy
21,491
+178
+0.8% +$8.01K 0.45% 67
2024
Q4 		$939K Sell
21,313
-93
-0.4% -$4.32K 0.44% 64
2024
Q3 		$1.02M Sell
21,406
-11
-0.1% -$490 0.48% 61
2024
Q2 		$937K Sell
21,417
-135
-0.6% -$5.82K 0.47% 65
2024
Q1 		$900K Buy
21,552
+511
+2% +$20.9K 0.46% 66
2023
Q4 		$865K Sell
21,041
-446
-2% -$17.7K 0.48% 63
2023
Q3 		$842K Sell
21,487
-186
-0.9% -$7.59K 0.51% 61
2023
Q2 		$882K Buy
21,673
+1,261
+6% +$50.8K 0.52% 62
2023
Q1 		$825K Sell
20,412
-719
-3% -$29.3K 0.53% 61
2022
Q4 		$824K Sell
21,131
-5,064
-19% -$193K 0.54% 62
2022
Q3 		$956K Sell
26,195
-5,584
-18% -$227K 0.64% 51
2022
Q2 		$1.32M Sell
31,779
-2,965
-9% -$128K 0.83% 35
2022
Q1 		$1.6M Sell
34,744
-71
-0.2% -$3.42K 0.84% 36
2021
Q4 		$1.72M Buy
34,815
+24
+0.1% +$1.21K 0.85% 31
2021
Q3 		$1.74M Buy
34,791
+3,512
+11% +$181K 0.92% 29
2021
Q2 		$1.7M Sell
31,279
-18,773
-38% -$1,000K 0.89% 36
2021
Q1 		$2.6M Buy
50,052
+19,707
+65% +$1.05M 1.45% 17
2020
Q4 		$1.52M Buy
30,345
+605
+2% +$28.4K 0.9% 35
2020
Q3 		$1.29M Sell
29,740
-850
-3% -$37K 0.86% 36
2020
Q2 		$1.21M Sell
30,590
-325
-1% -$12K 0.87% 34
2020
Q1 		$1.04M Buy
30,915
+4,250
+16% +$173K 0.9% 30
2019
Q4 		$1.19M Buy
26,665
+1,250
+5% +$53K 0.74% 41
2019
Q3 		$1.02M Buy
25,415
+300
+1% +$12.4K 0.68% 52
2019
Q2 		$1.07M Hold
25,115
– – 0.7% 48
2019
Q1 		$1.07M Sell
25,115
-215
-0.8% -$8.85K 0.74% 44
2018
Q4 		$965K Sell
25,330
-2,280
-8% -$88.3K 0.77% 40
2018
Q3 		$1.13M Sell
27,610
-554
-2% -$23.3K 0.75% 39
2018
Q2 		$1.19M Hold
28,164
– – 0.82% 36
2018
Q1 		$1.32M Buy
28,164
+2,450
+10% +$117K 0.95% 27
2017
Q4 		$1.18M Hold
25,714
– – 0.84% 36
2017
Q3 		$1.12M Buy
25,714
+650
+3% +$28.1K 0.83% 33
2017
Q2 		$1.02M Buy
25,064
+200
+0.8% +$8.11K 0.77% 34
2017
Q1 		$988K Buy
24,864
+404
+2% +$15.6K 0.73% 33
2016
Q4 		$875K Sell
24,460
-2,140
-8% -$78.4K 0.66% 36
2016
Q3 		$1M Sell
26,600
-979
-4% -$36.4K 0.79% 30
2016
Q2 		$972K Buy
27,579
+603
+2% +$20.6K 0.8% 29
2016
Q1 		$933K Sell
26,976
-149
-0.5% -$4.67K 0.85% 28
2015
Q4 		$887K Sell
27,125
-3,319
-11% -$114K 0.88% 32
2015
Q3 		$1.01M Sell
30,444
-1,045
-3% -$38K 0.98% 23
2015
Q2 		$1.29M Buy
31,489
+2,641
+9% +$113K 1.08% 19
2015
Q1 		$1.18M Sell
28,848
-22,389
-44% -$910K 0.94% 25
2014
Q4 		$2.05M Sell
51,237
-2,801
-5% -$115K 1.72% 13
2014
Q3 		$2.25M Sell
54,038
-13,935
-21% -$619K 1.89% 11
2014
Q2 		$2.93M Buy
67,973
+5,846
+9% +$246K 1.79% 11
2014
Q1 		$2.52M Sell
62,127
-2,154
-3% -$83.5K 1.61% 13
2013
Q4 		$2.65M Buy
64,281
+7,938
+14% +$327K 1.76% 11
2013
Q3 		$2.26M Buy
56,343
+50
+0.1% +$1.98K 1.6% 13
2013
Q2 		$2.18M Buy
+56,293
New +$2.36M 1.49% 13

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Aspen Investment Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.1% in Q2 2026, buying an estimated $61.8K and bringing the position to 26,421 shares worth $1.58M. The position accounts for 0.42% of the portfolio, ranked #70.

Aspen Investment Management first reported a position in VWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.93M in Q2 2014. 1,033 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Aspen Investment Management held 26,421 shares of Vanguard FTSE Emerging Markets ETF worth $1.58M as of Q2 2026.
  • Aspen Investment Management bought 1,052 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $61.8K.
  • Vanguard FTSE Emerging Markets ETF made up 0.42% of Aspen Investment Management's portfolio in Q2 2026, its #70 holding.
  • Aspen Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.93M in Q2 2014.
  • 1,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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