Samalin Investment Counsel’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Samalin Investment Counsel’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$413K	Buy	3,167 +8	+0.3%	+$994	0.13%	195
2026 Q1	$361K	Buy	3,159 +10	+0.3%	+$1.18K	0.13%	218
2025 Q4	$352K	Buy	3,149 +11	+0.4%	+$1.22K	0.12%	219
2025 Q3	$346K	Sell	3,138 -212	-6%	-$23.1K	0.12%	226
2025 Q2	$352K	Buy	3,350 +234	+8%	+$23.3K	0.13%	231
2025 Q1	$308K	Sell	3,116 -221	-7%	-$23.3K	0.12%	239
2024 Q4	$352K	Buy	+3,337	New	+$363K	0.15%	201

Other funds holding IVOO

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCA

Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

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

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Raelipskie Partnership Waterloo, Ontario, Canada $265M AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Samalin Investment Counsel's IVOO Position: Q2 2026 in Review

Samalin Investment Counsel increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.25% in Q2 2026, buying an estimated $994 and bringing the position to 3,167 shares worth $413K. The position accounts for 0.13% of the portfolio, ranked #195.

Samalin Investment Counsel first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Samalin Investment Counsel held 3,167 shares of Vanguard S&P Mid-Cap 400 ETF worth $413K as of Q2 2026.
Samalin Investment Counsel bought 8 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $994.
Vanguard S&P Mid-Cap 400 ETF made up 0.13% of Samalin Investment Counsel's portfolio in Q2 2026, its #195 holding.
Samalin Investment Counsel first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.