West Branch Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

West Branch Capital’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-40	Closed	-$2.42K	–	647
2024 Q2	$2.42K	Hold	40	–	–	﹤0.01%	376
2024 Q1	$2.5K	Hold	40	–	–	﹤0.01%	371
2023 Q4	$2.33K	Hold	40	–	–	﹤0.01%	397
2023 Q3	$2.08K	Hold	40	–	–	﹤0.01%	386
2023 Q2	$2.2K	Hold	40	–	–	﹤0.01%	390
2023 Q1	$2.11K	Hold	40	–	–	﹤0.01%	394
2022 Q4	$2.04K	Hold	40	–	–	﹤0.01%	389
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	411
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	391
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	394
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	410
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	398
2021 Q2	$2K	Buy	+40	New	+$2.32K	﹤0.01%	414

Other funds holding VO

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Branch Capital's VO Position: Q3 2024 in Review

West Branch Capital sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 40 shares — an estimated $2.42K sold.

West Branch Capital first reported a position in VO in Q2 2021 and held it in 13 quarters. The position peaked at $3K in Q4 2021. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

West Branch Capital reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
West Branch Capital sold 40 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $2.42K.
West Branch Capital first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and held it in 13 quarters.
West Branch Capital's Vanguard Mid-Cap ETF position peaked at $3K in Q4 2021.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.