Richmond Investment Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Richmond Investment 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 Q1	$3.54M	Buy	49,292 +27,412	+125%	+$2.04M	0.57%	34
2025 Q4	$1.59M	Sell	21,880 -22,232	-50%	-$1.62M	0.27%	59
2025 Q3	$3.24M	Sell	44,112 -8,216	-16%	-$590K	0.6%	32
2025 Q2	$3.66M	Buy	52,328 +23,988	+85%	+$1.57M	0.77%	25
2025 Q1	$1.83M	Sell	28,340 -20,356	-42%	-$1.37M	1%	20
2024 Q4	$3.22M	Buy	+48,696	New	+$3.31M	1.81%	13

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Richmond Investment Services's VO Position: Q1 2026 in Review

Richmond Investment Services increased its Vanguard Mid-Cap ETF (VO) stake by 125% in Q1 2026, buying an estimated $2.04M and bringing the position to 49,292 shares worth $3.54M. The position accounts for 0.57% of the portfolio, ranked #34.

Richmond Investment Services first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.66M in Q2 2025. 2,387 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Richmond Investment Services held 49,292 shares of Vanguard Mid-Cap ETF worth $3.54M as of Q1 2026.
Richmond Investment Services bought 27,412 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.04M.
Vanguard Mid-Cap ETF made up 0.57% of Richmond Investment Services's portfolio in Q1 2026, its #34 holding.
Richmond Investment Services first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's Vanguard Mid-Cap ETF position peaked at $3.66M in Q2 2025.
2,387 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.