CPL
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Capital & Planning LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Capital & Planning LLC’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 		– Sell
-6
Closed -$1.54K – 160
2026
Q1 		$1.54K Buy
+6
New +$1.65K ﹤0.01% 149
2025
Q1 		– Sell
-6
Closed -$1.52K – 179
2024
Q4 		$1.52K Buy
+6
New +$1.54K ﹤0.01% 170

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 & Planning LLC's VOT Position: Q2 2026 in Review

Capital & Planning LLC sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 6 shares — an estimated $1.54K sold.

Capital & Planning LLC first reported a position in VOT in Q4 2024 and held it in 2 quarters. The position peaked at $1.54K in Q1 2026. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Capital & Planning LLC reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 6 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.54K.
  • Capital & Planning LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.54K in Q1 2026.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.