Richardson Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Richardson Financial Services’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 Q2	$122K	Sell	1,517 -39	-3%	-$3.02K	0.07%	210
2026 Q1	$112K	Sell	1,556 -228	-13%	-$16.9K	0.07%	214
2025 Q4	$129K	Buy	1,784 +36	+2%	+$2.62K	0.04%	204
2025 Q3	$128K	Sell	1,748 -232	-12%	-$16.7K	0.08%	187
2025 Q2	$139K	Buy	1,980 +76	+4%	+$4.99K	0.09%	176
2025 Q1	$123K	Sell	1,904 -64	-3%	-$4.29K	0.09%	174
2024 Q4	$130K	Sell	1,968 -8	-0.4%	-$543	0.09%	174
2024 Q3	$120K	Hold	1,976	–	–	0.08%	188
2024 Q2	$120K	Sell	1,976 -8	-0.4%	-$486	0.09%	177
2024 Q1	$124K	Sell	1,984 -12	-0.6%	-$709	0.09%	181
2023 Q4	$116K	Buy	+1,996	New	+$107K	0.1%	163

Other funds holding VO

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Richardson Financial Services's VO Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q2 2026, selling an estimated $3.02K and leaving 1,517 shares worth $122K. The position accounts for 0.07% of the portfolio, ranked #210.

Richardson Financial Services first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $139K in Q2 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Richardson Financial Services held 1,517 shares of Vanguard Morningstar Mid-Cap ETF worth $122K as of Q2 2026.
Richardson Financial Services sold 39 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.02K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Richardson Financial Services's portfolio in Q2 2026, its #210 holding.
Richardson Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $139K in Q2 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.