Salem Investment Counselors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Salem Investment Counselors’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Hold	4,115	–	–	0.03%	208
2026 Q1	$1.06M	Sell	4,115 -7	-0.2%	-$1.92K	0.03%	209
2025 Q4	$1.15M	Sell	4,122 -185	-4%	-$52.9K	0.03%	195
2025 Q3	$1.27M	Buy	4,307 +1,186	+38%	+$342K	0.04%	188
2025 Q2	$889K	Sell	3,121 -390	-11%	-$101K	0.03%	218
2025 Q1	$859K	Sell	3,511 -100	-3%	-$26K	0.03%	208
2024 Q4	$916K	Hold	3,611	–	–	0.03%	206
2024 Q3	$879K	Sell	3,611 -60	-2%	-$14K	0.03%	213
2024 Q2	$844K	Sell	3,671 -45	-1%	-$10.3K	0.03%	213
2024 Q1	$876K	Hold	3,716	–	–	0.03%	209
2023 Q4	$816K	Buy	3,716 +280	+8%	+$56K	0.03%	204
2023 Q3	$669K	Sell	3,436 -30	-0.9%	-$6.13K	0.03%	209
2023 Q2	$713K	Hold	3,466	–	–	0.03%	200
2023 Q1	$675K	Sell	3,466 -78	-2%	-$14.9K	0.03%	212
2022 Q4	$637K	Sell	3,544 -45	-1%	-$8.15K	0.03%	222
2022 Q3	$612K	Buy	3,589 +645	+22%	+$122K	0.03%	213
2022 Q2	$516K	Buy	2,944 +395	+15%	+$76.5K	0.02%	241
2022 Q1	$568K	Sell	2,549 -225	-8%	-$49.7K	0.02%	246
2021 Q4	$706K	Sell	2,774 -2	-0.1%	-$504	0.02%	233
2021 Q3	$656K	Buy	2,776 +130	+5%	+$31.5K	0.04%	212
2021 Q2	$625K	Buy	2,646 +497	+23%	+$111K	0.03%	218
2021 Q1	$461K	Buy	2,149 +326	+18%	+$70.7K	0.03%	217
2020 Q4	$387K	Buy	1,823 +405	+29%	+$79.8K	0.03%	224
2020 Q3	$255K	Buy	1,418 +75	+6%	+$13.2K	0.02%	230
2020 Q2	$222K	Buy	1,343 +1,243	+1,243%	+$188K	0.02%	233
2020 Q1	$13K	Hold	100	–	–	﹤0.01%	502
2019 Q4	$16K	Hold	100	–	–	﹤0.01%	523
2019 Q3	$15K	Hold	100	–	–	﹤0.01%	499
2019 Q2	$15K	Buy	+100	New	+$14.6K	﹤0.01%	520
2017 Q2	–	Sell	-29,773	Closed	-$4.12M	–	774
2017 Q1	$4.12M	Buy	29,773 +29,673	+29,673%	+$3.3M	0.44%	61
2016 Q4	$11K	Hold	100	–	–	﹤0.01%	490
2016 Q3	$106	Buy	+100	New	+$10.6K	﹤0.01%	414

Other funds holding VOT

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Salem Investment Counselors's VOT Position: Q2 2026 in Review

Salem Investment Counselors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 4,115 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #208.

Salem Investment Counselors first reported a position in VOT in Q3 2016 and has held it in 32 quarters since. The position peaked at $4.12M in Q1 2017. 541 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Salem Investment Counselors held 4,115 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.26M as of Q2 2026.
Salem Investment Counselors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Salem Investment Counselors's portfolio in Q2 2026, its #208 holding.
Salem Investment Counselors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2016 and has held it in 32 quarters since.
Salem Investment Counselors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.12M in Q1 2017.
541 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.