U.S. Capital Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

U.S. Capital Wealth 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	$803K	Buy	3,121 +99	+3%	+$27.2K	0.02%	570
2025 Q4	$844K	Sell	3,022 -66	-2%	-$18.9K	0.02%	532
2025 Q3	$907K	Buy	3,088 +365	+13%	+$105K	0.02%	491
2025 Q2	$774K	Sell	2,723 -65	-2%	-$16.8K	0.02%	489
2025 Q1	$682K	Buy	+2,788	New	+$725K	0.02%	510
2023 Q4	–	Sell	-1,065	Closed	-$207K	–	700
2023 Q3	$207K	Buy	+1,065	New	+$217K	0.01%	596
2023 Q1	–	Sell	-990	Closed	-$178K	–	1514
2022 Q4	$178K	Buy	+990	New	+$179K	0.01%	630
2022 Q2	–	Sell	-1,418	Closed	-$316K	–	737
2022 Q1	$316K	Sell	1,418 -101	-7%	-$22.3K	0.01%	592
2021 Q4	$387K	Sell	1,519 -69	-4%	-$17.4K	0.02%	559
2021 Q3	$375K	Buy	+1,588	New	+$384K	0.02%	566

Other funds holding VOT

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's VOT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.3% in Q1 2026, buying an estimated $27.2K and bringing the position to 3,121 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #570.

U.S. Capital Wealth Advisors first reported a position in VOT in Q3 2021 and has held it in 10 quarters since. The position peaked at $907K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

U.S. Capital Wealth Advisors held 3,121 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $803K as of Q1 2026.
U.S. Capital Wealth Advisors bought 99 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $27.2K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #570 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 10 quarters since.
U.S. Capital Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $907K in Q3 2025.
1,056 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.