CIAS
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Capital Investment Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Capital Investment Advisory Services’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 		$212K Buy
692
+12
+2% +$3.46K 0.01% 690
2026
Q1 		$175K Sell
680
-12
-2% -$3.29K 0.01% 654
2025
Q4 		$193K Sell
692
-10
-1% -$2.86K 0.01% 614
2025
Q3 		$206K Sell
702
-135
-16% -$38.9K 0.02% 576
2025
Q2 		$238K Sell
837
-62
-7% -$16K 0.02% 511
2025
Q1 		$220K Buy
899
+166
+23% +$43.2K 0.02% 514
2024
Q4 		$186K Sell
733
-85
-10% -$21.9K 0.02% 497
2024
Q3 		$199K Buy
818
+3
+0.4% +$699 0.02% 501
2024
Q2 		$187K Hold
815
– – 0.02% 499
2024
Q1 		$192K Sell
815
-6
-0.7% -$1.34K 0.02% 493
2023
Q4 		$180K Buy
821
+101
+14% +$20.2K 0.02% 502
2023
Q3 		$140K Sell
720
-41
-5% -$8.37K 0.01% 516
2023
Q2 		$157K Sell
761
-4
-0.5% -$775 0.02% 490
2023
Q1 		$149K Sell
765
-206
-21% -$39.4K 0.02% 494
2022
Q4 		$175K Sell
971
-1,044
-52% -$189K 0.02% 481
2022
Q3 		$344K Sell
2,015
-221
-10% -$41.8K 0.04% 324
2022
Q2 		$392K Buy
2,236
+63
+3% +$12.2K 0.05% 306
2022
Q1 		$484K Buy
2,173
+241
+12% +$53.2K 0.05% 292
2021
Q4 		$492K Buy
1,932
+202
+12% +$50.9K 0.06% 275
2021
Q3 		$409K Buy
1,730
+30
+2% +$7.26K 0.05% 298
2021
Q2 		$402K Buy
1,700
+44
+3% +$9.87K 0.05% 316
2021
Q1 		$355K Sell
1,656
-7
-0.4% -$1.52K 0.05% 305
2020
Q4 		$353K Buy
1,663
+59
+4% +$11.6K 0.05% 303
2020
Q3 		$289K Buy
1,604
+1,006
+168% +$177K 0.05% 279
2020
Q2 		$99K Buy
598
+579
+3,047% +$87.6K 0.02% 363
2020
Q1 		$2K Sell
19
-436
-96% -$66.2K ﹤0.01% 541
2019
Q4 		$72K Buy
455
+171
+60% +$26.1K 0.02% 366
2019
Q3 		$42K Sell
284
-25
-8% -$3.75K 0.01% 607
2019
Q2 		$47K Sell
309
-53
-15% -$7.73K 0.01% 570
2019
Q1 		$52K Hold
362
– – 0.02% 478
2018
Q4 		$43K Buy
+362
New +$46.5K 0.02% 488

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Capital Investment Advisory Services's VOT Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.8% in Q2 2026, buying an estimated $3.46K and bringing the position to 692 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #690.

Capital Investment Advisory Services first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $492K in Q4 2021. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Capital Investment Advisory Services held 692 shares of Vanguard Mid-Cap Growth ETF worth $212K as of Q2 2026.
  • Capital Investment Advisory Services bought 12 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.46K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #690 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's Vanguard Mid-Cap Growth ETF position peaked at $492K in Q4 2021.
  • 362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.