Richardson Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Richardson Capital Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.2M	Sell	36,747 -320	-0.9%	-$213K	10.78%	4
2026 Q1	$22.1M	Buy	37,067 +5,528	+18%	+$3.46M	10.69%	4
2025 Q4	$19.8M	Sell	31,539 -2,511	-7%	-$1.56M	9.92%	4
2025 Q3	$20.9M	Buy	34,050 +30,452	+846%	+$17.9M	9.91%	5
2025 Q2	$2.04M	Buy	3,598 +1,101	+44%	+$579K	1.07%	9
2025 Q1	$1.28M	Buy	2,497 +70	+3%	+$37.8K	0.8%	10
2024 Q4	$1.31M	Buy	2,427 +150	+7%	+$81.2K	0.83%	10
2024 Q3	$1.2M	Buy	2,277 +25	+1%	+$12.7K	0.84%	9
2024 Q2	$1.13M	Buy	2,252 +105	+5%	+$50.5K	0.87%	9
2024 Q1	$1.03M	Buy	2,147 +802	+60%	+$367K	0.84%	8
2023 Q4	$587K	Buy	+1,345	New	+$551K	0.57%	8

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Richardson Capital Management's VOO Position: Q2 2026 in Review

Richardson Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.86% in Q2 2026, selling an estimated $213K and leaving 36,747 shares worth $25.2M. The position accounts for 10.78% of the portfolio, ranked #4.

Richardson Capital Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Richardson Capital Management held 36,747 shares of Vanguard S&P 500 ETF worth $25.2M as of Q2 2026.
Richardson Capital Management sold 320 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $213K.
Vanguard S&P 500 ETF made up 10.78% of Richardson Capital Management's portfolio in Q2 2026, its #4 holding.
Richardson Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.