SEC 13F Intelligence

Aspen Investment Management Inc / VIG

Aspen Investment Management Inc’s Vanguard Specialized Funds Position

Does Aspen Investment Management Inc own Vanguard Specialized Funds (VIG)? Yes — 29.2K shares worth $6M (+1.92% of its 13F portfolio) as of Q1 2026, down from 29.4K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
29.2K
% of Portfolio
+1.92%
Quarters Held
27
currently held

Position History VIG

Reported value by quarter
Q1 ’19: $295,000Q1 ’19Q2 ’19: $264,000Q3 ’19: $269,000Q4 ’19: $280,000Q1 ’20: $233,000Q1 ’20Q2 ’20: $264,000Q3 ’20: $289,000Q4 ’20: $317,000Q2 ’21: $348,000Q2 ’21Q4 ’21: $379,000Q1 ’22: $358,000Q2 ’22: $317,000Q3 ’22: $299,000Q3 ’22Q4 ’22: $335,000Q1 ’23: $341,000Q2 ’23: $359,000Q3 ’23: $296,000Q3 ’23Q4 ’23: $323,000Q1 ’24: $354,000Q2 ’24: $354,000Q3 ’24: $384,000Q3 ’24Q4 ’24: $380,000Q1 ’25: $376,000Q2 ’25: $397,000Q3 ’25: $926,000Q3 ’25Q4 ’25: $6MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.2K$6M+1.92%
Q4 202529.4K$6M+1.95%
Q3 20254.3K$926,000+0.36%
Q2 20251.9K$397,000+0.17%
Q1 20251.9K$376,000+0.17%
Q4 20241.9K$380,000+0.18%
Q3 20241.9K$384,000+0.18%
Q2 20241.9K$354,000+0.18%
Q1 20241.9K$354,000+0.18%
Q4 20231.9K$323,000+0.18%
Q3 20231.9K$296,000+0.18%
Q2 20232.2K$359,000+0.21%
Q1 20232.2K$341,000+0.22%
Q4 20222.2K$335,000+0.22%
Q3 20222.2K$299,000+0.20%
Q2 20222.2K$317,000+0.20%
Q1 20222.2K$358,000+0.19%
Q4 20212.2K$379,000+0.19%
Q2 20212.2K$348,000+0.18%
Q4 20202.2K$317,000+0.19%
Q3 20202.2K$289,000+0.19%
Q2 20202.2K$264,000+0.19%
Q1 20202.2K$233,000+0.20%
Q4 20192.2K$280,000+0.17%
Q3 20192.2K$269,000+0.18%
Q2 20192.3K$264,000+0.17%
Q1 20192.7K$295,000+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aspen Investment Management Inc’s full portfolio or all institutional holders of VIG.