Richmond Investment Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Richmond Investment Services’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$340K	Sell	1,109 -1,499	-57%	-$432K	0.11%	96
2026 Q1	$671K	Hold	2,608	–	–	0.11%	122
2025 Q4	$728K	Sell	2,608 -222	-8%	-$63.5K	0.13%	104
2025 Q3	$831K	Sell	2,830 -108	-4%	-$31.2K	0.15%	95
2025 Q2	$835K	Buy	2,938 +1,405	+92%	+$362K	0.18%	82
2025 Q1	$375K	Buy	1,533 +2	+0.1%	+$520	0.2%	74
2024 Q4	$389K	Buy	+1,531	New	+$394K	0.22%	65

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

Richmond Investment Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 57% in Q2 2026, selling an estimated $432K and leaving 1,109 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #96.

Richmond Investment Services first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $835K in Q2 2025. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Richmond Investment Services held 1,109 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $340K as of Q2 2026.
Richmond Investment Services sold 1,499 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $432K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Richmond Investment Services's portfolio in Q2 2026, its #96 holding.
Richmond Investment Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $835K in Q2 2025.
743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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