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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
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

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Aspiriant LLC's VO Position: Q2 2026 in Review

Aspiriant LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 36% in Q2 2026, buying an estimated $653K and bringing the position to 32,006 shares worth $2.58M. The position accounts for 0.06% of the portfolio, ranked #96.

Aspiriant LLC first reported a position in VO in Q2 2016 and has held it in 22 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Aspiriant LLC held 32,006 shares of Vanguard Morningstar Mid-Cap ETF worth $2.58M as of Q2 2026.
  • Aspiriant LLC bought 8,418 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $653K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Aspiriant LLC's portfolio in Q2 2026, its #96 holding.
  • Aspiriant LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2016 and has held it in 22 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.