West Branch Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.3K	Hold	194	–	–	0.01%	150
2026 Q1	$35.8K	Hold	194	–	–	0.01%	146
2025 Q4	$34.4K	Hold	194	–	–	0.01%	154
2025 Q3	$33.9K	Hold	194	–	–	0.01%	166
2025 Q2	$31.9K	Hold	194	–	–	0.01%	170
2025 Q1	$31.1K	Hold	194	–	–	0.01%	183
2024 Q4	$31.4K	Hold	194	–	–	0.01%	182
2024 Q3	$32.5K	Hold	194	–	–	0.01%	186
2024 Q2	$29.2K	Hold	194	–	–	0.01%	193
2024 Q1	$30.2K	Buy	+194	New	+$28.5K	0.01%	193

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

West Branch Capital's VOE Position: Q2 2026 in Review

West Branch Capital held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 194 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #150.

West Branch Capital first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

West Branch Capital held 194 shares of Vanguard Morningstar Mid-Cap Value ETF worth $38.3K as of Q2 2026.
West Branch Capital left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #150 holding.
West Branch Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.