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

Richardson Financial Services’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
2026 Q2	$423K	Buy	1,380 +322	+30%	+$92.9K	0.24%	91
2026 Q1	$272K	Sell	1,058 -28	-3%	-$7.68K	0.17%	126
2025 Q4	$303K	Buy	1,086 +9	+0.8%	+$2.58K	0.1%	127
2025 Q3	$316K	Sell	1,077 -67	-6%	-$19.3K	0.2%	118
2025 Q2	$324K	Sell	1,144 -1,027	-47%	-$265K	0.22%	111
2025 Q1	$531K	Buy	2,171 +325	+18%	+$84.5K	0.4%	70
2024 Q4	$471K	Buy	1,846 +46	+3%	+$11.8K	0.33%	83
2024 Q3	$413K	Hold	1,800	–	–	0.26%	97
2024 Q2	$413K	Buy	1,800 +1,342	+293%	+$308K	0.3%	92
2024 Q1	$108K	Buy	458 +28	+7%	+$6.27K	0.08%	190
2023 Q4	$94.4K	Buy	+430	New	+$86K	0.08%	181

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

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

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

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

Richardson Financial Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 30% in Q2 2026, buying an estimated $92.9K and bringing the position to 1,380 shares worth $423K. The position accounts for 0.24% of the portfolio, ranked #91.

Richardson Financial Services first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $531K in Q1 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Richardson Financial Services held 1,380 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $423K as of Q2 2026.
Richardson Financial Services bought 322 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $92.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.24% of Richardson Financial Services's portfolio in Q2 2026, its #91 holding.
Richardson Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $531K in Q1 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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