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Samalin Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Samalin Investment Counsel’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$473K Buy
689
+2
+0.3% +$1.33K 0.15% 167
2026
Q1 		$411K Sell
687
-12
-2% -$7.5K 0.15% 197
2025
Q4 		$438K Buy
699
+18
+3% +$11.2K 0.16% 184
2025
Q3 		$417K Sell
681
-190
-22% -$112K 0.14% 199
2025
Q2 		$495K Buy
871
+191
+28% +$100K 0.19% 173
2025
Q1 		$350K Buy
680
+2
+0.3% +$1.08K 0.14% 212
2024
Q4 		$366K Buy
678
+214
+46% +$116K 0.16% 197
2024
Q3 		$245K Sell
464
-63
-12% -$32K 0.11% 245
2024
Q2 		$264K Sell
527
-1
-0.2% -$481 0.12% 236
2024
Q1 		$254K Buy
+528
New +$242K 0.12% 232

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Samalin Investment Counsel increased its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, buying an estimated $1.33K and bringing the position to 689 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #167.

Samalin Investment Counsel first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $495K in Q2 2025. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Samalin Investment Counsel held 689 shares of Vanguard S&P 500 ETF worth $473K as of Q2 2026.
  • Samalin Investment Counsel bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard S&P 500 ETF made up 0.15% of Samalin Investment Counsel's portfolio in Q2 2026, its #167 holding.
  • Samalin Investment Counsel first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Samalin Investment Counsel's Vanguard S&P 500 ETF position peaked at $495K in Q2 2025.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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