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

Capital Performance 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 		– Sell
-786
Closed -$219K – 517
2025
Q4 		$219K Buy
+786
New +$225K 0.02% 397

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 Performance Advisors's VOT Position: Q1 2026 in Review

Capital Performance Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 786 shares — an estimated $219K sold.

Capital Performance Advisors first reported a position in VOT in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Capital Performance Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 786 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $219K.
  • Capital Performance Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Capital Performance Advisors's Vanguard Mid-Cap Growth ETF position peaked at $219K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.