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Aspiriant LLC’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aspiriant LLC's VO Position: Q1 2026 in Review

Aspiriant LLC increased its Vanguard Mid-Cap ETF (VO) stake by 0.2% in Q1 2026, buying an estimated $3.57K and bringing the position to 23,588 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #124.

Aspiriant LLC first reported a position in VO in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.71M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Aspiriant LLC held 23,588 shares of Vanguard Mid-Cap ETF worth $1.69M as of Q1 2026.
  • Aspiriant LLC bought 48 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.57K.
  • Vanguard Mid-Cap ETF made up 0.05% of Aspiriant LLC's portfolio in Q1 2026, its #124 holding.
  • Aspiriant LLC first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 21 quarters since.
  • Aspiriant LLC's Vanguard Mid-Cap ETF position peaked at $1.71M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.