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Richwood Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Richwood Investment Advisors’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 		$270K Buy
+880
New +$254K 0.19% 93
2022
Q1 		– Sell
-540
Closed -$137K – 247
2021
Q4 		$137K Buy
+540
New +$136K 0.12% 121

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Richwood Investment Advisors's VOT Position: Q2 2026 in Review

Richwood Investment Advisors opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 880 shares worth $270K. The stake represents 0.19% of the portfolio and ranks #93 among its holdings. This is a return to the name: Richwood Investment Advisors previously reported a position in VOT as recently as Q4 2021.

Richwood Investment Advisors first reported a position in VOT in Q4 2021 and has held it in 2 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Richwood Investment Advisors held 880 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $270K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Richwood Investment Advisors position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.19% of Richwood Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Richwood Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.