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Vanguard Mid-Cap Value ETF shares owned by West Branch Capital

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $30k 194 155.91

More positions owned by West Branch Capital

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moog CL B (MOG.B)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Visa Com Cl A (V)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
UnitedHealth (UNH)
Oracle Corporation (ORCL)

View all positions for West Branch Capital

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Morgan Stanley
Assetmark
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
FMR
LPL Financial
Ameriprise Financial
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Mid-Cap Value ETF