Aspiriant LLC
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Aspiriant LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Aspiriant LLC’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
Q3 		$2.37M Sell
30,174
-1,832
-6% -$149K 0.06% 100
2026
Q2 		$2.58M Buy
32,006
+8,418
+36% +$653K 0.06% 96
2026
Q1 		$1.69M Buy
23,588
+48
+0.2% +$3.57K 0.05% 124
2025
Q4 		$1.71M Buy
23,540
+9,900
+73% +$720K 0.05% 126
2025
Q3 		$1M Hold
13,640
– – 0.03% 145
2025
Q2 		$954K Sell
13,640
-2,284
-14% -$150K 0.03% 150
2025
Q1 		$1.03M Sell
15,924
-596
-4% -$40K 0.04% 140
2024
Q4 		$1.09M Sell
16,520
-2,252
-12% -$153K 0.04% 134
2024
Q3 		$1.24M Sell
18,772
-736
-4% -$46.2K 0.05% 129
2024
Q2 		$1.18M Sell
19,508
-1,272
-6% -$77.3K 0.05% 131
2024
Q1 		$1.3M Sell
20,780
-1,260
-6% -$74.5K 0.05% 127
2023
Q4 		$1.28M Hold
22,040
– – 0.06% 125
2023
Q3 		$1.15M Sell
22,040
-1,624
-7% -$89.1K 0.06% 123
2023
Q2 		$1.3M Sell
23,664
-156
-0.7% -$8.18K 0.07% 109
2023
Q1 		$1.26M Sell
23,820
-576
-2% -$30.6K 0.07% 113
2022
Q4 		$1.24M Buy
24,396
+3,540
+17% +$180K 0.06% 113
2022
Q3 		$980K Sell
20,856
-112
-0.5% -$5.85K 0.05% 122
2022
Q2 		$1.03M Sell
20,968
-2,096
-9% -$113K 0.05% 119
2022
Q1 		$1.37M Buy
23,064
+7,368
+47% +$432K 0.08% 109
2021
Q4 		$1M Buy
15,696
+2,428
+18% +$152K 0.05% 133
2021
Q3 		$784K Buy
13,268
+476
+4% +$28.8K 0.05% 134
2021
Q2 		$758K Buy
+12,792
New +$741K 0.04% 134
2016
Q3 		– Sell
-14,660
Closed -$453K – 201
2016
Q2 		$453K Buy
+14,660
New +$448K 0.04% 143

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Midwest Trust
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Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Aspiriant LLC's VO Position: Q3 2026 in Review

Aspiriant LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.7% in Q3 2026, selling an estimated $149K and leaving 30,174 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #100.

Aspiriant LLC first reported a position in VO in Q2 2016 and has held it in 23 quarters since. The position peaked at $2.58M in Q2 2026. 1,076 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Aspiriant LLC held 30,174 shares of Vanguard Morningstar Mid-Cap ETF worth $2.37M as of Q3 2026.
  • Aspiriant LLC sold 1,832 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $149K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Aspiriant LLC's portfolio in Q3 2026, its #100 holding.
  • Aspiriant LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2016 and has held it in 23 quarters since.
  • Aspiriant LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $2.58M in Q2 2026.
  • 1,076 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.