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

Capital 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
2026
Q1 		$205K Hold
798
– – ﹤0.01% 710
2025
Q4 		$223K Buy
798
+84
+12% +$24K ﹤0.01% 677
2025
Q3 		$210K Hold
714
– – ﹤0.01% 682
2025
Q2 		$203K Buy
+714
New +$184K ﹤0.01% 663

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 Investment Advisors's VOT Position: Q1 2026 in Review

Capital Investment Advisors held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 798 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Capital Investment Advisors first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Capital Investment Advisors held 798 shares of Vanguard Mid-Cap Growth ETF worth $205K as of Q1 2026.
  • Capital Investment Advisors left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #710 holding.
  • Capital Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Capital Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $223K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.