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Capital Investment Advisors’s Vanguard Morningstar 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
Q2 		$214K Sell
698
-100
-13% -$28.8K ﹤0.01% 737
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 $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital Investment Advisors's VOT Position: Q2 2026 in Review

Capital Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, selling an estimated $28.8K and leaving 698 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Capital Investment Advisors first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $223K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Capital Investment Advisors held 698 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $214K as of Q2 2026.
  • Capital Investment Advisors sold 100 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $28.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #737 holding.
  • Capital Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Capital Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $223K in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.