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Mogy Joel R Investment Counsel’s Vanguard Small-Cap ETF VB Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Hold
400
– – 0.01% 107
2026
Q1 		$105K Hold
400
– – 0.01% 101
2025
Q4 		$103K Hold
400
– – 0.01% 102
2025
Q3 		$102K Hold
400
– – 0.01% 103
2025
Q2 		$94.8K Hold
400
– – 0.01% 103
2025
Q1 		$88.7K Sell
400
-375
-48% -$89.6K 0.01% 100
2024
Q4 		$186K Sell
775
-100
-11% -$24.6K 0.01% 97
2024
Q3 		$208K Hold
875
– – 0.01% 100
2024
Q2 		$191K Sell
875
-900
-51% -$198K 0.01% 96
2024
Q1 		$406K Buy
1,775
+900
+103% +$194K 0.03% 86
2023
Q4 		$187K Hold
875
– – 0.01% 97
2023
Q3 		$165K Hold
875
– – 0.01% 99
2023
Q2 		$174K Hold
875
– – 0.01% 109
2023
Q1 		$166K Buy
+875
New +$170K 0.01% 111
2020
Q1 		– Sell
-2,248
Closed -$372K – 112
2019
Q4 		$372K Hold
2,248
– – 0.04% 95
2019
Q3 		$346K Hold
2,248
– – 0.04% 98
2019
Q2 		$352K Sell
2,248
-2
-0.1% -$309 0.05% 93
2019
Q1 		$344K Buy
2,250
+275
+14% +$40.9K 0.05% 95
2018
Q4 		$261K Sell
1,975
-100
-5% -$14.6K 0.04% 103
2018
Q3 		$337K Hold
2,075
– – 0.05% 102
2018
Q2 		$323K Buy
2,075
+290
+16% +$44.4K 0.05% 102
2018
Q1 		$262K Hold
1,785
– – 0.04% 109
2017
Q4 		$264K Hold
1,785
– – 0.04% 112
2017
Q3 		$252K Hold
1,785
– – 0.04% 114
2017
Q2 		$242K Hold
1,785
– – 0.04% 117
2017
Q1 		$238K Hold
1,785
– – 0.04% 113
2016
Q4 		$230K Hold
1,785
– – 0.04% 117
2016
Q3 		$218K Buy
+1,785
New +$216K 0.04% 121

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Mogy Joel R Investment Counsel's VB Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 400 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #107.

Mogy Joel R Investment Counsel first reported a position in VB in Q3 2016 and has held it in 28 quarters since. The position peaked at $406K in Q1 2024. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Mogy Joel R Investment Counsel held 400 shares of Vanguard Small-Cap ETF worth $121K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #107 holding.
  • Mogy Joel R Investment Counsel first reported a position in Vanguard Small-Cap ETF in Q3 2016 and has held it in 28 quarters since.
  • Mogy Joel R Investment Counsel's Vanguard Small-Cap ETF position peaked at $406K in Q1 2024.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.