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

Richmond Investment 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 Q1	$675K	Hold	3,663	–	–	0.11%	120
2025 Q4	$650K	Sell	3,663 -3	-0.1%	-$525	0.11%	115
2025 Q3	$640K	Sell	3,666 -120	-3%	-$20.4K	0.12%	117
2025 Q2	$623K	Buy	3,786 +1,788	+89%	+$283K	0.13%	109
2025 Q1	$321K	Buy	1,998 +5	+0.3%	+$817	0.17%	80
2024 Q4	$322K	Buy	+1,993	New	+$336K	0.18%	73

Other funds holding VOE

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

Richmond Investment Services held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 3,663 shares worth $675K. The position accounts for 0.11% of the portfolio, ranked #120.

Richmond Investment Services first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Richmond Investment Services held 3,663 shares of Vanguard Mid-Cap Value ETF worth $675K as of Q1 2026.
Richmond Investment Services left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.11% of Richmond Investment Services's portfolio in Q1 2026, its #120 holding.
Richmond Investment Services first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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