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Mogy Joel R Investment Counsel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Hold
1,056
– – 0.01% 99
2026
Q1 		$227K Buy
+1,056
New +$235K 0.01% 94

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Mogy Joel R Investment Counsel held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,056 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #99.

Mogy Joel R Investment Counsel first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 1,754 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Mogy Joel R Investment Counsel held 1,056 shares of Vanguard Dividend Appreciation ETF worth $250K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #99 holding.
  • Mogy Joel R Investment Counsel first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,754 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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