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Capital Performance Advisors’s Vanguard Morningstar 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
Q3 		$241K Buy
824
+49
+6% +$14.7K 0.01% 283
2026
Q2 		$237K Buy
+775
New +$224K 0.02% 268
2026
Q1 		– Sell
-786
Closed -$219K – 517
2025
Q4 		$219K Buy
+786
New +$225K 0.02% 397

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Capital Performance Advisors's VOT Position: Q3 2026 in Review

Capital Performance Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.3% in Q3 2026, buying an estimated $14.7K and bringing the position to 824 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #283.

Capital Performance Advisors first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Capital Performance Advisors held 824 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $241K as of Q3 2026.
  • Capital Performance Advisors bought 49 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Capital Performance Advisors's portfolio in Q3 2026, its #283 holding.
  • Capital Performance Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.