Ownership history in Algorithmic Investment Models, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Algorithmic Investment Models, LLC reported a position in Vanguard Mid-Cap ETF (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 19,338 | — | 0% | 3.77% | $5.7M | $292.59 |
| 2025 Q2 | ADDED | 19,338 | +269 | +1.4% | 3.70% | $5.4M | $277.75 |
| 2025 Q1 | REDUCED | 19,069 | -1,658 | -8.0% | 3.63% | $4.9M | $255.71 |
| 2024 Q4 | UNCHANGED | 20,727 | — | 0% | 4.22% | $5.5M | $260.00 |
| 2024 Q3 | UNCHANGED | 20,727 | — | 0% | 4.01% | $5.5M | $258.65 |
| 2024 Q2 | REDUCED | 20,727 | -496 | -2.3% | 3.92% | $5.0M | $236.49 |
| 2024 Q1 | REDUCED | 21,223 | -2,384 | -10.1% | 3.90% | $5.3M | $243.13 |
| 2023 Q4 | REDUCED | 23,607 | -233 | -1.0% | 4.17% | $5.5M | $225.48 |
| 2023 Q3 | UNCHANGED | 23,840 | — | 0% | 3.58% | $5.0M | $200.79 |
| 2023 Q2 | ADDED | 23,840 | +1,170 | +5.2% | 3.65% | $5.2M | $211.51 |
As of 2025 Q4 — sorted by position size