Cape Investment Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Cape Investment Advisory’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	$13.2K	Buy	+43	New	+$12.4K	﹤0.01%	796
2026 Q1	–	Sell	-136	Closed	-$38K	–	1189
2025 Q4	$38K	Buy	+136	New	+$38.9K	0.01%	480
2024 Q1	–	Sell	-16	Closed	-$3.51K	–	1177
2023 Q4	$3.51K	Sell	16 -685	-98%	-$137K	﹤0.01%	834
2023 Q3	$137K	Hold	701	–	–	0.08%	179
2023 Q2	$144K	Sell	701 -11	-2%	-$2.13K	0.08%	169
2023 Q1	$139K	Buy	+712	New	+$136K	0.08%	162

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cape Investment Advisory's VOT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 43 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VOT as recently as Q4 2025.

Cape Investment Advisory first reported a position in VOT in Q1 2023 and has held it in 6 quarters since. The position peaked at $144K in Q2 2023. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Cape Investment Advisory held 43 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.2K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Cape Investment Advisory position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #796 holding.
Cape Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 6 quarters since.
Cape Investment Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $144K in Q2 2023.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.