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Mogy Joel R Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.19M Buy
5,924
+15
+0.3% +$5.36K 0.13% 50
2026
Q1 		$1.9M Buy
5,909
+1,330
+29% +$446K 0.12% 50
2025
Q4 		$1.54M Sell
4,579
-12
-0.3% -$3.99K 0.08% 56
2025
Q3 		$1.51M Buy
4,591
+7
+0.2% +$2.21K 0.08% 56
2025
Q2 		$1.39M Sell
4,584
-300
-6% -$84.4K 0.08% 57
2025
Q1 		$1.34M Sell
4,884
-38
-0.8% -$11K 0.09% 58
2024
Q4 		$1.43M Sell
4,922
-245
-5% -$71.5K 0.08% 59
2024
Q3 		$1.46M Sell
5,167
-150
-3% -$40.9K 0.09% 57
2024
Q2 		$1.42M Sell
5,317
-380
-7% -$98.4K 0.09% 55
2024
Q1 		$1.48M Hold
5,697
– – 0.1% 56
2023
Q4 		$1.35M Buy
5,697
+38
+0.7% +$8.4K 0.1% 56
2023
Q3 		$1.2M Sell
5,659
-12
-0.2% -$2.66K 0.1% 63
2023
Q2 		$1.25M Buy
5,671
+57
+1% +$11.9K 0.1% 67
2023
Q1 		$1.15M Sell
5,614
-92
-2% -$18.4K 0.1% 72
2022
Q4 		$1.09M Sell
5,706
-19
-0.3% -$3.66K 0.11% 69
2022
Q3 		$1.03M Sell
5,725
-82
-1% -$16.3K 0.11% 70
2022
Q2 		$1.09M Sell
5,807
-50
-0.9% -$10.3K 0.11% 71
2022
Q1 		$1.33M Sell
5,857
-1,097
-16% -$247K 0.11% 70
2021
Q4 		$1.68M Buy
6,954
+1,501
+28% +$354K 0.12% 60
2021
Q3 		$1.21M Sell
5,453
-6,060
-53% -$1.38M 0.1% 71
2021
Q2 		$2.56M Buy
11,513
+103
+0.9% +$22.4K 0.22% 51
2021
Q1 		$2.36M Hold
11,410
– – 0.23% 51
2020
Q4 		$2.22M Sell
11,410
-1
-0% -$183 0.22% 50
2020
Q3 		$1.94M Buy
11,411
+6,136
+116% +$1.03M 0.21% 51
2020
Q2 		$826K Sell
5,275
-105
-2% -$15.5K 0.1% 74
2020
Q1 		$694K Sell
5,380
-553
-9% -$85.5K 0.1% 76
2019
Q4 		$971K Buy
5,933
+20
+0.3% +$3.13K 0.12% 79
2019
Q3 		$893K Buy
5,913
+25
+0.4% +$3.77K 0.11% 81
2019
Q2 		$884K Hold
5,888
– – 0.12% 79
2019
Q1 		$852K Hold
5,888
– – 0.12% 79
2018
Q4 		$751K Sell
5,888
-51
-0.9% -$7.04K 0.12% 79
2018
Q3 		$889K Hold
5,939
– – 0.12% 77
2018
Q2 		$834K Hold
5,939
– – 0.12% 77
2018
Q1 		$806K Hold
5,939
– – 0.13% 81
2017
Q4 		$815K Sell
5,939
-100
-2% -$13.4K 0.13% 82
2017
Q3 		$782K Buy
6,039
+2,246
+59% +$284K 0.13% 86
2017
Q2 		$472K Buy
3,793
+689
+22% +$84.9K 0.08% 96
2017
Q1 		$377K Hold
3,104
– – 0.07% 99
2016
Q4 		$358K Hold
3,104
– – 0.06% 103
2016
Q3 		$346K Hold
3,104
– – 0.06% 105
2016
Q2 		$333K Hold
3,104
– – 0.06% 108
2016
Q1 		$325K Buy
3,104
+2,685
+641% +$266K 0.06% 108
2015
Q4 		$438 Sell
419
-3,765
-90% -$397K 0.08% 100
2015
Q3 		$413K Buy
4,184
+5
+0.1% +$525 0.08% 106
2015
Q2 		$447K Buy
4,179
+689
+20% +$75.2K 0.08% 106
2015
Q1 		$374K Hold
3,490
– – 0.07% 115
2014
Q4 		$370K Hold
3,490
– – 0.07% 120
2014
Q3 		$353K Hold
3,490
– – 0.07% 124
2014
Q2 		$355K Sell
3,490
-400
-10% -$39.4K 0.07% 123
2014
Q1 		$379K Hold
3,890
– – 0.08% 113
2013
Q4 		$373K Hold
3,890
– – 0.08% 116
2013
Q3 		$341K Hold
3,890
– – 0.08% 117
2013
Q2 		$322K Buy
+3,890
New +$323K 0.08% 118

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Mogy Joel R Investment Counsel increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.25% in Q2 2026, buying an estimated $5.36K and bringing the position to 5,924 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #50.

Mogy Joel R Investment Counsel first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.56M in Q2 2021. 2,605 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mogy Joel R Investment Counsel held 5,924 shares of Vanguard Morningstar Total Stock Market ETF worth $2.19M as of Q2 2026.
  • Mogy Joel R Investment Counsel bought 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #50 holding.
  • Mogy Joel R Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • Mogy Joel R Investment Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $2.56M in Q2 2021.
  • 2,605 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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