Samalin Investment Counsel’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Samalin Investment Counsel’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	$256K	Sell	836 -24	-3%	-$6.92K	0.08%	270
2026 Q1	$221K	Buy	860 +1	+0.1%	+$274	0.08%	271
2025 Q4	$240K	Sell	859 -186	-18%	-$53.2K	0.09%	267
2025 Q3	$307K	Buy	1,045 +6	+0.6%	+$1.73K	0.11%	240
2025 Q2	$296K	Buy	1,039 +76	+8%	+$19.6K	0.11%	251
2025 Q1	$236K	Buy	963 +2	+0.2%	+$520	0.1%	274
2024 Q4	$244K	Buy	961 +15	+2%	+$3.86K	0.1%	246
2024 Q3	$230K	Buy	946 +31	+3%	+$7.22K	0.1%	251
2024 Q2	$210K	Sell	915 -1	-0.1%	-$229	0.1%	256
2024 Q1	$216K	Buy	916 +2	+0.2%	+$448	0.1%	257
2023 Q4	$201K	Buy	+914	New	+$183K	0.1%	254
2022 Q1	–	Sell	-819	Closed	-$208K	–	270
2021 Q4	$208K	Buy	+819	New	+$206K	0.12%	222
2020 Q1	–	Sell	-725	Closed	-$115K	–	507
2019 Q4	$115K	Buy	+725	New	+$111K	0.1%	209

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Samalin Investment Counsel reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.8% in Q2 2026, selling an estimated $6.92K and leaving 836 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #270.

Samalin Investment Counsel first reported a position in VOT in Q4 2019 and has held it in 13 quarters since. The position peaked at $307K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Samalin Investment Counsel held 836 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $256K as of Q2 2026.
Samalin Investment Counsel sold 24 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.92K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Samalin Investment Counsel's portfolio in Q2 2026, its #270 holding.
Samalin Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 13 quarters since.
Samalin Investment Counsel's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $307K in Q3 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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