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 Q2	–	Sell	-1,393	Closed	-$284K	–	250
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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

Richmond Investment Services sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2026, closing a stake of 1,393 shares — an estimated $284K sold.

Richmond Investment Services first reported a position in VOOV in Q1 2025 and held it in 5 quarters. The position peaked at $436K in Q3 2025. 143 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Richmond Investment Services reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 1,393 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $284K.
Richmond Investment Services first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and held it in 5 quarters.
Richmond Investment Services's Vanguard S&P 500 Value ETF position peaked at $436K in Q3 2025.
143 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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