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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
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
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
RP
Raelipskie Partnership Waterloo, Ontario, Canada $265M AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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. 163 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.
  • 163 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.