Richardson Financial Services’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Richardson Financial Services's VOT Position: Q1 2026 in Review

Richardson Financial Services reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.6% in Q1 2026, selling an estimated $7.68K and leaving 1,058 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #126.

Richardson Financial Services first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $531K in Q1 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Richardson Financial Services held 1,058 shares of Vanguard Mid-Cap Growth ETF worth $272K as of Q1 2026.
Richardson Financial Services sold 28 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $7.68K.
Vanguard Mid-Cap Growth ETF made up 0.17% of Richardson Financial Services's portfolio in Q1 2026, its #126 holding.
Richardson Financial Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Vanguard Mid-Cap Growth ETF position peaked at $531K in Q1 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.