Capital One Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Capital One Financial’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 Q1	–	Sell	-3,550	Closed	-$904K	–	178
2021 Q4	$904K	Sell	3,550 -209	-6%	-$52.7K	0.11%	84
2021 Q3	$888K	Hold	3,759	–	–	0.11%	77
2021 Q2	$888K	Sell	3,759 -150	-4%	-$33.6K	0.11%	81
2021 Q1	$839K	Sell	3,909 -801	-17%	-$174K	0.11%	80
2020 Q4	$999K	Sell	4,710 -1,363	-22%	-$268K	0.13%	74
2020 Q3	$1.09M	Sell	6,073 -455	-7%	-$80.2K	0.14%	90
2020 Q2	$1.08M	Sell	6,528 -1,642	-20%	-$248K	0.15%	108
2020 Q1	$1.03M	Buy	+8,170	New	+$1.24M	0.17%	110

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital One Financial's VOT Position: Q1 2022 in Review

Capital One Financial sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 3,550 shares — an estimated $904K sold.

Capital One Financial first reported a position in VOT in Q1 2020 and held it in 8 quarters. The position peaked at $1.09M in Q3 2020. 730 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Capital One Financial reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Capital One Financial sold 3,550 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $904K.
Capital One Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and held it in 8 quarters.
Capital One Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.09M in Q3 2020.
730 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Capital One Financial's 13F filing for Q1 2022, filed 13 Apr 2022.