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Capital Analysts LLC’s Vanguard 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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 Analysts LLC's VOT Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 54% in Q1 2026, buying an estimated $3.27M and bringing the position to 33,913 shares worth $8.73M. The position accounts for 0.23% of the portfolio, ranked #98.

Capital Analysts LLC first reported a position in VOT in Q4 2014 and has held it in 5 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Capital Analysts LLC held 33,913 shares of Vanguard Mid-Cap Growth ETF worth $8.73M as of Q1 2026.
  • Capital Analysts LLC bought 11,914 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.27M.
  • Vanguard Mid-Cap Growth ETF made up 0.23% of Capital Analysts LLC's portfolio in Q1 2026, its #98 holding.
  • Capital Analysts LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and has held it in 5 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.