RFS
VOE icon

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

Richardson Financial Services’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526K Buy
2,663
+690
+35% +$133K 0.3% 76
2026
Q1 		$364K Sell
1,973
-70
-3% -$13.1K 0.23% 113
2025
Q4 		$362K Buy
2,043
+15
+0.7% +$2.63K 0.12% 111
2025
Q3 		$354K Buy
2,028
+85
+4% +$14.5K 0.22% 107
2025
Q2 		$324K Sell
1,943
-732
-27% -$116K 0.22% 112
2025
Q1 		$429K Buy
2,675
+286
+12% +$46.8K 0.33% 93
2024
Q4 		$386K Buy
2,389
+80
+3% +$13.5K 0.27% 100
2024
Q3 		$347K Hold
2,309
– – 0.22% 111
2024
Q2 		$347K Sell
2,309
-970
-30% -$147K 0.25% 106
2024
Q1 		$511K Buy
3,279
+122
+4% +$17.9K 0.36% 79
2023
Q4 		$458K Buy
+3,157
New +$424K 0.4% 73

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Richardson Financial Services increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 35% in Q2 2026, buying an estimated $133K and bringing the position to 2,663 shares worth $526K. The position accounts for 0.3% of the portfolio, ranked #76.

Richardson Financial Services first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Richardson Financial Services held 2,663 shares of Vanguard Morningstar Mid-Cap Value ETF worth $526K as of Q2 2026.
  • Richardson Financial Services bought 690 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.3% of Richardson Financial Services's portfolio in Q2 2026, its #76 holding.
  • Richardson Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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