Capital Advisors Ltd’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Capital Advisors Ltd’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	$3.04M	Buy	9,921 +4	+0%	+$1.15K	0.31%	57
2026 Q1	$2.55M	Sell	9,917 -207	-2%	-$56.8K	0.29%	60
2025 Q4	$2.83M	Sell	10,124 -80	-0.8%	-$22.9K	0.32%	51
2025 Q3	$3M	Sell	10,204 -99	-1%	-$28.6K	0.34%	44
2025 Q2	$2.93M	Buy	10,303 +21	+0.2%	+$5.42K	0.36%	43
2025 Q1	$2.52M	Buy	10,282 +33	+0.3%	+$8.58K	0.33%	46
2024 Q4	$2.6M	Sell	10,249 -272	-3%	-$70K	0.33%	48
2024 Q3	$2.56M	Sell	10,521 -235	-2%	-$54.7K	0.32%	46
2024 Q2	$2.47M	Buy	10,756 +62	+0.6%	+$14.2K	0.32%	47
2024 Q1	$2.52M	Hold	10,694	–	–	0.33%	45
2023 Q4	$2.35M	Hold	10,694	–	–	0.33%	47
2023 Q3	$2.08M	Sell	10,694 -48	-0.4%	-$9.8K	0.32%	48
2023 Q2	$2.21M	Hold	10,742	–	–	0.33%	49
2023 Q1	$2.09M	Hold	10,742	–	–	0.34%	48
2022 Q4	$1.93M	Hold	10,742	–	–	0.34%	53
2022 Q3	$1.83M	Sell	10,742 -415	-4%	-$78.6K	0.36%	49
2022 Q2	$1.96M	Sell	11,157 -28	-0.3%	-$5.42K	0.37%	49
2022 Q1	$2.49M	Sell	11,185 -590	-5%	-$130K	0.41%	46
2021 Q4	$3M	Hold	11,775	–	–	0.48%	42
2021 Q3	$2.78M	Buy	11,775 +100	+0.9%	+$24.2K	0.5%	40
2021 Q2	$2.76M	Buy	11,675 +63	+0.5%	+$14.1K	0.5%	42
2021 Q1	$2.49M	Buy	11,612 +62	+0.5%	+$13.4K	0.46%	43
2020 Q4	$2.45M	Buy	11,550 +345	+3%	+$67.9K	0.54%	38
2020 Q3	$2.02M	Buy	11,205 +410	+4%	+$72.3K	0.5%	39
2020 Q2	$1.78M	Hold	10,795	–	–	0.47%	43
2020 Q1	$1.37M	Buy	10,795 +940	+10%	+$143K	0.43%	42
2019 Q4	$1.56M	Buy	9,855 +68	+0.7%	+$10.4K	0.4%	44
2019 Q3	$1.45M	Hold	9,787	–	–	0.4%	52
2019 Q2	$1.46M	Sell	9,787 -2,555	-21%	-$373K	0.41%	45
2019 Q1	$1.76M	Buy	12,342 +295	+2%	+$39.7K	0.48%	40
2018 Q4	$1.44M	Buy	12,047 +837	+7%	+$107K	0.43%	44
2018 Q3	$1.6M	Hold	11,210	–	–	0.45%	37
2018 Q2	$1.51M	Hold	11,210	–	–	0.47%	38
2018 Q1	$1.45M	Hold	11,210	–	–	0.47%	39
2017 Q4	$1.43M	Buy	11,210 +200	+2%	+$25.1K	0.47%	38
2017 Q3	$1.34M	Hold	11,010	–	–	0.47%	37
2017 Q2	$1.3M	Hold	11,010	–	–	0.48%	37
2017 Q1	$1.24M	Hold	11,010	–	–	0.48%	35
2016 Q4	$1.16M	Hold	11,010	–	–	0.48%	35
2016 Q3	$1.17M	Hold	11,010	–	–	0.52%	36
2016 Q2	$1.12M	Sell	11,010 -753	-6%	-$76K	0.53%	35
2016 Q1	$1.18M	Hold	11,763	–	–	0.59%	31
2015 Q4	$1.17M	Hold	11,763	–	–	0.61%	30
2015 Q3	$1.14M	Hold	11,763	–	–	0.63%	33
2015 Q2	$1.25M	Hold	11,763	–	–	0.65%	29
2015 Q1	$1.27M	Hold	11,763	–	–	0.66%	29
2014 Q4	$1.2M	Sell	11,763 -264	-2%	-$26.1K	0.65%	28
2014 Q3	$1.16M	Hold	12,027	–	–	0.66%	30
2014 Q2	$1.16M	Hold	12,027	–	–	0.65%	30
2014 Q1	$1.11M	Buy	12,027 +1,343	+13%	+$123K	0.65%	30
2013 Q4	$964K	Buy	+10,684	New	+$933K	0.64%	30

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

Capital Advisors Ltd's VOT Position: Q2 2026 in Review

Capital Advisors Ltd increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.04% in Q2 2026, buying an estimated $1.15K and bringing the position to 9,921 shares worth $3.04M. The position accounts for 0.31% of the portfolio, ranked #57.

Capital Advisors Ltd first reported a position in VOT in Q4 2013 and has held it in 51 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Capital Advisors Ltd held 9,921 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.04M as of Q2 2026.
Capital Advisors Ltd bought 4 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.31% of Capital Advisors Ltd's portfolio in Q2 2026, its #57 holding.
Capital Advisors Ltd first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.