Capital Analysts LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Capital Analysts LLC’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	$12.1M	Buy	39,350 +5,437	+16%	+$1.57M	0.28%	85
2026 Q1	$8.73M	Buy	33,913 +11,914	+54%	+$3.27M	0.23%	98
2025 Q4	$6.14M	Buy	21,999 +7,091	+48%	+$2.03M	0.17%	115
2025 Q3	$4.38M	Buy	14,908 +12,835	+619%	+$3.7M	0.13%	142
2025 Q2	$590K	Buy	+2,073	New	+$535K	0.02%	364
2015 Q1	–	Sell	-105	Closed	-$10.7K	–	410
2014 Q4	$10.7K	Buy	+105	New	+$10.4K	﹤0.01%	345

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 Analysts LLC's VOT Position: Q2 2026 in Review

Capital Analysts LLC increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 16% in Q2 2026, buying an estimated $1.57M and bringing the position to 39,350 shares worth $12.1M. The position accounts for 0.28% of the portfolio, ranked #85.

Capital Analysts LLC first reported a position in VOT in Q4 2014 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Capital Analysts LLC held 39,350 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.1M as of Q2 2026.
Capital Analysts LLC bought 5,437 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.57M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.28% of Capital Analysts LLC's portfolio in Q2 2026, its #85 holding.
Capital Analysts LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2014 and has held it in 6 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.