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

Capital Planning 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
2019 Q4	–	Sell	-854	Closed	-$126K	–	151
2019 Q3	$126K	Buy	+854	New	+$128K	0.04%	126
2019 Q1	–	Sell	-2,098	Closed	-$251K	–	125
2018 Q4	$251K	Sell	2,098 -2,270	-52%	-$291K	0.09%	103
2018 Q3	$622K	Buy	4,368 +207	+5%	+$29K	0.2%	86
2018 Q2	$559K	Buy	+4,161	New	+$553K	0.25%	76

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Planning Advisors's VOT Position: Q4 2019 in Review

Capital Planning Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2019, closing a stake of 854 shares — an estimated $126K sold.

Capital Planning Advisors first reported a position in VOT in Q2 2018 and held it in 4 quarters. The position peaked at $622K in Q3 2018. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

Capital Planning Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Capital Planning Advisors sold 854 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $126K.
Capital Planning Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and held it in 4 quarters.
Capital Planning Advisors's Vanguard Mid-Cap Growth ETF position peaked at $622K in Q3 2018.
482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.