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Richmond Investment Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Richmond Investment Services’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$284K Buy
1,393
+3
+0.2% +$628 0.05% 211
2025
Q4 		$285K Sell
1,390
-796
-36% -$161K 0.05% 188
2025
Q3 		$436K Sell
2,186
-2
-0.1% -$388 0.08% 148
2025
Q2 		$413K Buy
2,188
+1,096
+100% +$197K 0.09% 142
2025
Q1 		$201K Buy
+1,092
New +$204K 0.11% 110

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Richmond Investment Services increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.22% in Q1 2026, buying an estimated $628 and bringing the position to 1,393 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #211.

Richmond Investment Services first reported a position in VOOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $436K in Q3 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Richmond Investment Services held 1,393 shares of Vanguard S&P 500 Value ETF worth $284K as of Q1 2026.
  • Richmond Investment Services bought 3 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $628.
  • Vanguard S&P 500 Value ETF made up 0.05% of Richmond Investment Services's portfolio in Q1 2026, its #211 holding.
  • Richmond Investment Services first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Richmond Investment Services's Vanguard S&P 500 Value ETF position peaked at $436K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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