CMAI
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Capital Management Associates Inc’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Capital Management Associates Inc’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 		$1.67M Buy
5,443
+504
+10% +$145K 0.34% 48
2026
Q1 		$1.27M Buy
4,939
+1,419
+40% +$389K 0.29% 55
2025
Q4 		$983K Buy
+3,520
New +$1.01M 0.22% 65

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
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
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Capital Management Associates Inc's VOT Position: Q2 2026 in Review

Capital Management Associates Inc increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 10% in Q2 2026, buying an estimated $145K and bringing the position to 5,443 shares worth $1.67M. The position accounts for 0.34% of the portfolio, ranked #48.

Capital Management Associates Inc first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Capital Management Associates Inc held 5,443 shares of Vanguard Mid-Cap Growth ETF worth $1.67M as of Q2 2026.
  • Capital Management Associates Inc bought 504 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $145K.
  • Vanguard Mid-Cap Growth ETF made up 0.34% of Capital Management Associates Inc's portfolio in Q2 2026, its #48 holding.
  • Capital Management Associates Inc first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.