Richardson Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7	Closed	-$1.99K	–	243
2025 Q2	$1.99K	Sell	7 -7	-50%	-$1.8K	﹤0.01%	197
2025 Q1	$3.42K	Hold	14	–	–	﹤0.01%	202
2024 Q4	$3.55K	Hold	14	–	–	﹤0.01%	132
2024 Q3	$3.41K	Hold	14	–	–	﹤0.01%	129
2024 Q2	$3.21K	Hold	14	–	–	﹤0.01%	160
2024 Q1	$3.3K	Sell	14 -30	-68%	-$6.72K	﹤0.01%	134
2023 Q4	$9.66K	Buy	+44	New	+$8.8K	0.01%	103

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richardson Capital Management's VOT Position: Q3 2025 in Review

Richardson Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 7 shares — an estimated $1.99K sold.

Richardson Capital Management first reported a position in VOT in Q4 2023 and held it in 7 quarters. The position peaked at $9.66K in Q4 2023. 1,021 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Richardson Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Richardson Capital Management sold 7 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $1.99K.
Richardson Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 7 quarters.
Richardson Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.66K in Q4 2023.
1,021 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Richardson Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.