Samalin Investment Counsel’s Vanguard 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

SGAM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Samalin Investment Counsel reduced its Vanguard 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. 483 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Samalin Investment Counsel held 836 shares of Vanguard Mid-Cap Growth ETF worth $256K as of Q2 2026.
Samalin Investment Counsel sold 24 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.92K.
Vanguard 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 Mid-Cap Growth ETF in Q4 2019 and has held it in 13 quarters since.
Samalin Investment Counsel's Vanguard Mid-Cap Growth ETF position peaked at $307K in Q3 2025.
483 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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