CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

CAPTRUST Financial 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
Q1 		$11.3M Sell
43,858
-2,108
-5% -$578K 0.02% 511
2025
Q4 		$12.8M Sell
45,966
-80
-0.2% -$22.9K 0.02% 428
2025
Q3 		$13.5M Sell
46,046
-1,105
-2% -$319K 0.03% 409
2025
Q2 		$13.4M Sell
47,151
-700
-1% -$180K 0.03% 394
2025
Q1 		$11.7M Sell
47,851
-2,430
-5% -$632K 0.03% 393
2024
Q4 		$12.8M Buy
50,281
+4,617
+10% +$1.19M 0.04% 321
2024
Q3 		$11.1M Sell
45,664
-515
-1% -$120K 0.03% 359
2024
Q2 		$10.6M Buy
46,179
+713
+2% +$164K 0.03% 347
2024
Q1 		$10.7M Sell
45,466
-26,037
-36% -$5.83M 0.04% 331
2023
Q4 		$15.7M Buy
71,503
+1,404
+2% +$281K 0.05% 277
2023
Q3 		$13.7M Buy
70,099
+44,696
+176% +$9.13M 0.05% 274
2023
Q2 		$5.23M Sell
25,403
-440
-2% -$85.3K 0.02% 493
2023
Q1 		$5.04M Buy
25,843
+5,304
+26% +$1.02M 0.02% 455
2022
Q4 		$3.69M Sell
20,539
-2,417
-11% -$438K 0.02% 522
2022
Q3 		$3.92M Buy
22,956
+4,417
+24% +$836K 0.02% 466
2022
Q2 		$3.25M Buy
18,539
+195
+1% +$37.7K 0.02% 475
2022
Q1 		$4.09M Buy
18,344
+619
+3% +$137K 0.03% 407
2021
Q4 		$4.51M Buy
17,725
+2,400
+16% +$605K 0.03% 385
2021
Q3 		$3.62M Buy
15,325
+4,104
+37% +$994K 0.03% 388
2021
Q2 		$2.65M Buy
11,221
+242
+2% +$54.3K 0.02% 426
2021
Q1 		$2.36M Sell
10,979
-222
-2% -$48.2K 0.03% 428
2020
Q4 		$2.38M Buy
11,201
+305
+3% +$60.1K 0.03% 374
2020
Q3 		$1.99M Buy
10,896
+1,212
+13% +$214K 0.03% 347
2020
Q2 		$1.61M Buy
9,684
+5,224
+117% +$790K 0.03% 394
2020
Q1 		$539K Sell
4,460
-3,965
-47% -$602K 0.01% 578
2019
Q4 		$1.35M Sell
8,425
-4,398
-34% -$671K 0.02% 442
2019
Q3 		$1.9M Sell
12,823
-66
-0.5% -$9.89K 0.07% 238
2019
Q2 		$1.93M Buy
12,889
+4,610
+56% +$672K 0.07% 220
2019
Q1 		$1.18M Hold
8,279
– – 0.05% 255
2018
Q4 		$991K Buy
8,279
+105
+1% +$13.5K 0.05% 228
2018
Q3 		$1.17M Hold
8,174
– – 0.05% 209
2018
Q2 		$1.1M Sell
8,174
-64
-0.8% -$8.5K 0.06% 173
2018
Q1 		$1.04M Hold
8,238
– – 0.06% 169
2017
Q4 		$1.05M Hold
8,238
– – 0.06% 175
2017
Q3 		$1.05M Hold
8,238
– – 0.08% 102
2017
Q2 		$969K Hold
8,238
– – 0.12% 52
2017
Q1 		$930K Buy
8,238
+171
+2% +$19K 0.09% 46
2016
Q4 		$852K Buy
8,067
+3,607
+81% +$378K 0.08% 49
2016
Q3 		$454K Buy
+4,460
New +$472K 0.05% 25
2016
Q2 		– Sell
-6,290
Closed -$631K – 206
2016
Q1 		$631K Sell
6,290
-2,617
-29% -$244K 0.07% 34
2015
Q4 		$888K Buy
8,907
+2,550
+40% +$258K 0.09% 40
2015
Q3 		$618K Buy
6,357
+172
+3% +$17.9K 0.08% 33
2015
Q2 		$659K Sell
6,185
-171
-3% -$18.5K 0.1% 29
2015
Q1 		$687K Sell
6,356
-1,274
-17% -$133K 0.12% 31
2014
Q4 		$775K Hold
7,630
– – 0.15% 32
2014
Q3 		$735K Hold
7,630
– – 0.2% 22
2014
Q2 		$735K Sell
7,630
-111
-1% -$10.3K 0.17% 29
2014
Q1 		$716K Buy
7,741
+1,282
+20% +$117K 0.15% 40
2013
Q4 		$583K Buy
6,459
+339
+6% +$29.6K 0.1% 36
2013
Q3 		$521K Hold
6,120
– – 0.14% 31
2013
Q2 		$478K Buy
+6,120
New +$477K 0.15% 36

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

CAPTRUST Financial Advisors's VOT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 4.6% in Q1 2026, selling an estimated $578K and leaving 43,858 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #511.

CAPTRUST Financial Advisors first reported a position in VOT in Q2 2013 and has held it in 51 quarters since. The position peaked at $15.7M in Q4 2023. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • CAPTRUST Financial Advisors held 43,858 shares of Vanguard Mid-Cap Growth ETF worth $11.3M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 2,108 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $578K.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #511 holding.
  • CAPTRUST Financial Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • CAPTRUST Financial Advisors's Vanguard Mid-Cap Growth ETF position peaked at $15.7M in Q4 2023.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.