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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Capital & Planning LLC's VOT Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026: 6 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in VOT as recently as Q4 2024.

Capital & Planning LLC first reported a position in VOT in Q4 2024 and has held it in 2 quarters since. 1,058 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Capital & Planning LLC held 6 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.54K as of Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Capital & Planning LLC position in Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #149 holding.
  • Capital & Planning LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.