CDIA
VOT icon

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

Capital Directions Investment Advisors’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
2022
Q4 		$334K Buy
+1,860
New +$337K 0.12% 45
2022
Q3 		– Sell
-1,870
Closed -$354K – 48
2022
Q2 		$328K Buy
1,870
+70
+4% +$13.6K 0.11% 54
2022
Q1 		$401K Hold
1,800
– – 0.12% 52
2021
Q4 		$458K Buy
+1,800
New +$454K 0.13% 51
2018
Q4 		– Sell
-672
Closed -$96K – 118
2018
Q3 		$96K Buy
+672
New +$94.1K 0.03% 66

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 $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capital Directions Investment Advisors's VOT Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2022: 1,860 shares worth $334K. The stake represents 0.12% of the portfolio and ranks #45 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VOT as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VOT in Q3 2018 and has held it in 5 quarters since. The position peaked at $458K in Q4 2021. 729 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • Capital Directions Investment Advisors held 1,860 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $334K as of Q4 2022.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #45 holding.
  • Capital Directions Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 5 quarters since.
  • Capital Directions Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $458K in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.