Salem Investment Counselors’s Vanguard Mid-Cap ETF VO Stock Holding History

Salem Investment Counselors’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	$22.6M	Buy	280,851 +1,335	+0.5%	+$103K	0.56%	38
2026 Q1	$20.1M	Sell	279,516 -768	-0.3%	-$57.1K	0.59%	34
2025 Q4	$20.3M	Buy	280,284 +568	+0.2%	+$41.3K	0.57%	36
2025 Q3	$20.6M	Sell	279,716 -1,652	-0.6%	-$119K	0.59%	33
2025 Q2	$19.8M	Buy	281,368 +6,752	+2%	+$443K	0.63%	33
2025 Q1	$17.8M	Buy	274,616 +168	+0.1%	+$11.3K	0.62%	34
2024 Q4	$18.1M	Buy	274,448 +2,316	+0.9%	+$157K	0.59%	36
2024 Q3	$17.9M	Sell	272,132 -552	-0.2%	-$34.7K	0.54%	36
2024 Q2	$16.6M	Sell	272,684 -244	-0.1%	-$14.8K	0.53%	37
2024 Q1	$17M	Buy	272,928 +4,080	+2%	+$241K	0.56%	35
2023 Q4	$15.6M	Buy	268,848 +4,228	+2%	+$226K	0.54%	34
2023 Q3	$13.8M	Buy	264,620 +908	+0.3%	+$49.8K	0.52%	34
2023 Q2	$14.5M	Buy	263,712 +5,616	+2%	+$294K	0.53%	31
2023 Q1	$13.6M	Buy	258,096 +1,276	+0.5%	+$67.9K	0.55%	31
2022 Q4	$13.1M	Buy	256,820 +11,060	+5%	+$563K	0.56%	33
2022 Q3	$11.5M	Buy	245,760 +5,284	+2%	+$276K	0.53%	33
2022 Q2	$11.8M	Buy	240,476 +5,320	+2%	+$287K	0.54%	34
2022 Q1	$14M	Buy	235,156 +5,548	+2%	+$325K	0.55%	33
2021 Q4	$14.6M	Buy	229,608 +16,256	+8%	+$1.02M	0.51%	36
2021 Q3	$12.6M	Buy	213,352 +864	+0.4%	+$52.2K	0.69%	35
2021 Q2	$12.6M	Sell	212,488 -2,164	-1%	-$125K	0.69%	35
2021 Q1	$11.9M	Buy	214,652 +3,352	+2%	+$182K	0.73%	35
2020 Q4	$10.9M	Sell	211,300 -3,424	-2%	-$166K	0.72%	35
2020 Q3	$9.46M	Buy	214,724 +1,996	+0.9%	+$87K	0.72%	35
2020 Q2	$8.72M	Buy	212,728 +23,768	+13%	+$910K	0.74%	35
2020 Q1	$6.22M	Buy	188,960 +1,612	+0.9%	+$66.8K	0.64%	41
2019 Q4	$8.35M	Buy	187,348 +4,924	+3%	+$211K	0.69%	35
2019 Q3	$7.64M	Buy	182,424 +6,292	+4%	+$263K	0.7%	37
2019 Q2	$7.36M	Buy	+176,132	New	+$7.21M	0.68%	39
2017 Q2	–	Sell	-130,952	Closed	-$3.13M	–	771
2017 Q1	$3.13M	Buy	130,952 +17,492	+15%	+$601K	0.33%	72
2016 Q4	$3.73M	Buy	113,460 +140	+0.1%	+$4.53K	0.43%	60
2016 Q3	$36.7K	Buy	113,320 +1,056	+0.9%	+$33.9K	0.48%	55
2016 Q2	$3.47M	Buy	112,264 +5,836	+5%	+$178K	0.42%	67
2016 Q1	$3.23M	Buy	106,428 +6,988	+7%	+$198K	0.4%	69
2015 Q4	$2.99M	Buy	99,440 +8,664	+10%	+$264K	0.38%	69
2015 Q3	$2.62M	Buy	90,776 +7,740	+9%	+$241K	0.34%	72
2015 Q2	$2.65M	Buy	83,036 +4,144	+5%	+$134K	0.32%	84
2015 Q1	$2.62M	Sell	78,892 -1,264	-2%	-$39.7K	0.31%	82
2014 Q4	$2.48M	Buy	80,156 +4,128	+5%	+$124K	0.3%	83
2014 Q3	$2.23M	Sell	76,028 -1,644	-2%	-$48.8K	0.27%	96
2014 Q2	$2.3M	Buy	77,672 +2,420	+3%	+$69.1K	0.28%	96
2014 Q1	$2.14M	Buy	75,252 +6,060	+9%	+$168K	0.26%	94
2013 Q4	$1.9M	Buy	69,192 +2,996	+5%	+$79.8K	0.25%	97
2013 Q3	$1.7M	Buy	66,196 +1,800	+3%	+$45.2K	0.24%	101
2013 Q2	$1.53M	Buy	+64,396	New	+$1.53M	0.22%	96

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return