Capital Advisory Group Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Capital Advisory Group Advisory 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 Q1	–	Sell	-780	Closed	-$218K	–	156
2025 Q4	$218K	Buy	780 +85	+12%	+$24.3K	0.06%	162
2025 Q3	$204K	Buy	+695	New	+$201K	0.06%	173
2025 Q2	–	Sell	-3,042	Closed	-$744K	–	183
2025 Q1	$744K	Buy	3,042 +464	+18%	+$121K	0.28%	87
2024 Q4	$654K	Buy	+2,578	New	+$664K	0.23%	93
2022 Q3	–	Sell	-70	Closed	-$16K	–	194
2022 Q2	$16K	Hold	70	–	–	0.01%	179
2022 Q1	$16K	Buy	+70	New	+$15.5K	0.01%	325
2021 Q4	–	Sell	-70	Closed	-$17K	–	499
2021 Q3	$17K	Hold	70	–	–	0.01%	352
2021 Q2	$17K	Hold	70	–	–	0.01%	351
2021 Q1	$15K	Hold	70	–	–	0.01%	348
2020 Q4	$15K	Hold	70	–	–	0.01%	334
2020 Q3	$13K	Hold	70	–	–	0.01%	297
2020 Q2	$12K	Hold	70	–	–	0.01%	292
2020 Q1	$9K	Hold	70	–	–	0.01%	247
2019 Q4	$11K	Hold	70	–	–	0.01%	154
2019 Q3	$10K	Hold	70	–	–	0.01%	285
2019 Q2	$10K	Hold	70	–	–	0.01%	281
2019 Q1	$10K	Hold	70	–	–	0.01%	279
2018 Q4	$8K	Hold	70	–	–	0.01%	274
2018 Q3	$10K	Hold	70	–	–	0.01%	247
2018 Q2	$9K	Hold	70	–	–	0.01%	248
2018 Q1	$9K	Buy	+70	New	+$9.2K	0.01%	241

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Capital Advisory Group Advisory Services's VOT Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 780 shares — an estimated $218K sold.

Capital Advisory Group Advisory Services first reported a position in VOT in Q1 2018 and held it in 21 quarters. The position peaked at $744K in Q1 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 780 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $218K.
Capital Advisory Group Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and held it in 21 quarters.
Capital Advisory Group Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $744K in Q1 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.