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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital Performance Advisors's VOT Position: Q2 2026 in Review

Capital Performance Advisors opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 775 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in VOT as recently as Q4 2025.

Capital Performance Advisors first reported a position in VOT in Q4 2025 and has held it in 2 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Capital Performance Advisors held 775 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $237K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Capital Performance Advisors position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #268 holding.
  • Capital Performance Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.