MJRIC
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Mogy Joel R Investment Counsel’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Hold
19,120
– – 0.09% 56
2026
Q1 		$1.37M Buy
19,120
+1,900
+11% +$141K 0.09% 57
2025
Q4 		$1.25M Hold
17,220
– – 0.07% 58
2025
Q3 		$1.26M Hold
17,220
– – 0.07% 58
2025
Q2 		$1.2M Hold
17,220
– – 0.07% 58
2025
Q1 		$1.11M Hold
17,220
– – 0.07% 61
2024
Q4 		$1.14M Hold
17,220
– – 0.07% 64
2024
Q3 		$1.14M Hold
17,220
– – 0.07% 65
2024
Q2 		$1.04M Hold
17,220
– – 0.07% 66
2024
Q1 		$1.08M Sell
17,220
-1,000
-5% -$59.1K 0.07% 67
2023
Q4 		$1.06M Sell
18,220
-1,800
-9% -$96.2K 0.08% 67
2023
Q3 		$1.04M Hold
20,020
– – 0.09% 67
2023
Q2 		$1.1M Sell
20,020
-220
-1% -$11.5K 0.09% 72
2023
Q1 		$1.07M Sell
20,240
-44
-0.2% -$2.34K 0.09% 75
2022
Q4 		$1.03M Buy
20,284
+840
+4% +$42.8K 0.1% 71
2022
Q3 		$914K Buy
19,444
+40
+0.2% +$2.09K 0.1% 73
2022
Q2 		$956K Buy
19,404
+400
+2% +$21.6K 0.09% 74
2022
Q1 		$1.13M Hold
19,004
– – 0.09% 77
2021
Q4 		$1.21M Hold
19,004
– – 0.09% 73
2021
Q3 		$1.13M Buy
19,004
+160
+0.8% +$9.67K 0.09% 74
2021
Q2 		$1.12M Sell
18,844
-56
-0.3% -$3.25K 0.09% 76
2021
Q1 		$1.05M Hold
18,900
– – 0.1% 76
2020
Q4 		$977K Hold
18,900
– – 0.1% 76
2020
Q3 		$833K Sell
18,900
-600
-3% -$26.1K 0.09% 76
2020
Q2 		$799K Sell
19,500
-13,204
-40% -$506K 0.1% 75
2020
Q1 		$1.08M Sell
32,704
-140
-0.4% -$5.8K 0.15% 70
2019
Q4 		$1.46M Buy
32,844
+400
+1% +$17.2K 0.18% 69
2019
Q3 		$1.36M Sell
32,444
-1,560
-5% -$65.2K 0.17% 72
2019
Q2 		$1.42M Sell
34,004
-160
-0.5% -$6.55K 0.19% 68
2019
Q1 		$1.37M Sell
34,164
-1,000
-3% -$38.5K 0.19% 68
2018
Q4 		$1.22M Sell
35,164
-240
-0.7% -$9.01K 0.19% 69
2018
Q3 		$1.45M Sell
35,404
-800
-2% -$32.6K 0.2% 66
2018
Q2 		$1.43M Sell
36,204
-600
-2% -$23.6K 0.21% 66
2018
Q1 		$1.42M Sell
36,804
-200
-0.5% -$7.88K 0.22% 66
2017
Q4 		$1.43M Hold
37,004
– – 0.22% 67
2017
Q3 		$1.36M Hold
37,004
– – 0.23% 68
2017
Q2 		$1.32M Buy
37,004
+1,152
+3% +$40.7K 0.23% 68
2017
Q1 		$1.25M Buy
35,852
+2,400
+7% +$82.5K 0.22% 71
2016
Q4 		$1.1M Buy
33,452
+1,200
+4% +$38.8K 0.2% 74
2016
Q3 		$1.04M Sell
32,252
-1,200
-4% -$38.5K 0.19% 74
2016
Q2 		$1.03M Sell
33,452
-248
-0.7% -$7.58K 0.19% 77
2016
Q1 		$1.02M Buy
33,700
+30,772
+1,051% +$870K 0.19% 76
2015
Q4 		$880 Sell
2,928
-27,772
-90% -$847K 0.17% 81
2015
Q3 		$895K Buy
30,700
+1,400
+5% +$43.6K 0.18% 81
2015
Q2 		$933K Buy
29,300
+600
+2% +$19.5K 0.18% 82
2015
Q1 		$952K Buy
28,700
+300
+1% +$9.43K 0.18% 83
2014
Q4 		$877K Hold
28,400
– – 0.17% 85
2014
Q3 		$833K Hold
28,400
– – 0.17% 86
2014
Q2 		$843K Hold
28,400
– – 0.17% 86
2014
Q1 		$806K Hold
28,400
– – 0.17% 86
2013
Q4 		$781K Hold
28,400
– – 0.17% 85
2013
Q3 		$728K Sell
28,400
-800
-3% -$20.1K 0.17% 87
2013
Q2 		$695K Buy
+29,200
New +$693K 0.17% 84

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

Mogy Joel R Investment Counsel held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 19,120 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #56.

Mogy Joel R Investment Counsel first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 1,464 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Mogy Joel R Investment Counsel held 19,120 shares of Vanguard Morningstar Mid-Cap ETF worth $1.54M as of Q2 2026.
  • Mogy Joel R Investment Counsel left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #56 holding.
  • Mogy Joel R Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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