Mogy Joel R Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.36M	Buy	3,440 +167	+5%	+$111K	0.14%	46
2026 Q1	$1.96M	Buy	3,273 +1,483	+83%	+$927K	0.12%	49
2025 Q4	$1.12M	Hold	1,790	–	–	0.06%	61
2025 Q3	$1.1M	Hold	1,790	–	–	0.06%	61
2025 Q2	$1.02M	Hold	1,790	–	–	0.06%	62
2025 Q1	$920K	Sell	1,790 -200	-10%	-$108K	0.06%	66
2024 Q4	$1.07M	Hold	1,990	–	–	0.06%	66
2024 Q3	$1.05M	Sell	1,990 -600	-23%	-$305K	0.06%	67
2024 Q2	$1.3M	Buy	2,590 +1,670	+182%	+$804K	0.08%	59
2024 Q1	$442K	Hold	920	–	–	0.03%	81
2023 Q4	$402K	Hold	920	–	–	0.03%	84
2023 Q3	$361K	Sell	920 -18	-2%	-$7.36K	0.03%	87
2023 Q2	$382K	Sell	938 -52	-5%	-$20.1K	0.03%	94
2023 Q1	$372K	Buy	990 +20	+2%	+$7.33K	0.03%	97
2022 Q4	$341K	Buy	970 +52	+6%	+$18.4K	0.03%	91
2022 Q3	$301K	Hold	918	–	–	0.03%	94
2022 Q2	$318K	Hold	918	–	–	0.03%	95
2022 Q1	$381K	Hold	918	–	–	0.03%	94
2021 Q4	$401K	Sell	918 -1	-0.1%	-$422	0.03%	99
2021 Q3	$362K	Hold	919	–	–	0.03%	96
2021 Q2	$362K	Hold	919	–	–	0.03%	97
2021 Q1	$335K	Buy	919 +42	+5%	+$14.9K	0.03%	98
2020 Q4	$301K	Buy	877 +9	+1%	+$2.93K	0.03%	99
2020 Q3	$267K	Buy	868 +38	+5%	+$11.6K	0.03%	99
2020 Q2	$235K	Buy	+830	New	+$223K	0.03%	101

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Mogy Joel R Investment Counsel increased its Vanguard S&P 500 ETF (VOO) stake by 5.1% in Q2 2026, buying an estimated $111K and bringing the position to 3,440 shares worth $2.36M. The position accounts for 0.14% of the portfolio, ranked #46.

Mogy Joel R Investment Counsel first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. 2,455 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mogy Joel R Investment Counsel held 3,440 shares of Vanguard S&P 500 ETF worth $2.36M as of Q2 2026.
Mogy Joel R Investment Counsel bought 167 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $111K.
Vanguard S&P 500 ETF made up 0.14% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #46 holding.
Mogy Joel R Investment Counsel first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
2,455 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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