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Westmount Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Westmount Partners’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
2026
Q2 		$1.39M Buy
17,215
+9,971
+138% +$773K 0.3% 74
2026
Q1 		$520K Buy
7,244
+20
+0.3% +$1.49K 0.13% 143
2025
Q4 		$524K Buy
7,224
+24
+0.3% +$1.75K 0.13% 130
2025
Q3 		$528K Sell
7,200
-140
-2% -$10.1K 0.14% 127
2025
Q2 		$513K Hold
7,340
– – 0.14% 125
2025
Q1 		$475K Buy
7,340
+32
+0.4% +$2.15K 0.14% 132
2024
Q4 		$483K Sell
7,308
-56
-0.8% -$3.8K 0.15% 121
2024
Q3 		$486K Sell
7,364
-88
-1% -$5.53K 0.15% 118
2024
Q2 		$448K Sell
7,452
-1,564
-17% -$95K 0.15% 120
2024
Q1 		$563K Buy
9,016
+28
+0.3% +$1.66K 0.2% 102
2023
Q4 		$523K Sell
8,988
-1,544
-15% -$82.5K 0.21% 100
2023
Q3 		$548K Buy
10,532
+44
+0.4% +$2.41K 0.24% 96
2023
Q2 		$577K Buy
10,488
+68
+0.7% +$3.56K 0.25% 85
2023
Q1 		$549K Buy
10,420
+52
+0.5% +$2.77K 0.25% 88
2022
Q4 		$528K Buy
+10,368
New +$528K 0.27% 88

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Westmount Partners's VO Position: Q2 2026 in Review

Westmount Partners increased its Vanguard Mid-Cap ETF (VO) stake by 138% in Q2 2026, buying an estimated $773K and bringing the position to 17,215 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #74.

Westmount Partners first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 454 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Westmount Partners held 17,215 shares of Vanguard Mid-Cap ETF worth $1.39M as of Q2 2026.
  • Westmount Partners bought 9,971 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $773K.
  • Vanguard Mid-Cap ETF made up 0.3% of Westmount Partners's portfolio in Q2 2026, its #74 holding.
  • Westmount Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 454 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.