Richmond Investment Services’s Vanguard Morningstar 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 Q2	$1.78M	Sell	22,132 -27,160	-55%	-$2.11M	0.56%	35
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

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

Richmond Investment Services's VO Position: Q2 2026 in Review

Richmond Investment Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 55% in Q2 2026, selling an estimated $2.11M and leaving 22,132 shares worth $1.78M. The position accounts for 0.56% of the portfolio, ranked #35.

Richmond Investment Services first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.66M in Q2 2025. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Richmond Investment Services held 22,132 shares of Vanguard Morningstar Mid-Cap ETF worth $1.78M as of Q2 2026.
Richmond Investment Services sold 27,160 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.11M.
Vanguard Morningstar Mid-Cap ETF made up 0.56% of Richmond Investment Services's portfolio in Q2 2026, its #35 holding.
Richmond Investment Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's Vanguard Morningstar Mid-Cap ETF position peaked at $3.66M in Q2 2025.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.