Samalin Investment Counsel’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Buy	+644	New	+$219K	0.07%	288

Other funds holding VBK

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services

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

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Samalin Investment Counsel opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 644 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #288 among its holdings.

572 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Samalin Investment Counsel held 644 shares of Vanguard Small-Cap Growth ETF worth $235K as of Q2 2026.
Vanguard Small-Cap Growth ETF was a new Samalin Investment Counsel position in Q2 2026.
Vanguard Small-Cap Growth ETF made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #288 holding.
572 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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