CAWM
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Capital A Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-13
Closed -$3.18K – 826
2025
Q1 		$3.18K Buy
+13
New +$3.38K ﹤0.01% 435

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $208B AUM 16.12% 1-Year Est. Return

Capital A Wealth Management's VOT Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 13 shares — an estimated $3.18K sold.

Capital A Wealth Management first reported a position in VOT in Q1 2025 and held it in 1 quarter. The position peaked at $3.18K in Q1 2025. 1,011 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 13 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $3.18K.
  • Capital A Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.18K in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.