Mogy Joel R Investment Counsel’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$172K	Hold	500	–	–	0.01%	105
2026 Q1	$149K	Hold	500	–	–	0.01%	99
2025 Q4	$157K	Hold	500	–	–	0.01%	100
2025 Q3	$154K	Hold	500	–	–	0.01%	100
2025 Q2	$143K	Hold	500	–	–	0.01%	99
2025 Q1	$129K	Hold	500	–	–	0.01%	97
2024 Q4	$135K	Hold	500	–	–	0.01%	99
2024 Q3	$132K	Hold	500	–	–	0.01%	103
2024 Q2	$125K	Hold	500	–	–	0.01%	100
2024 Q1	$120K	Sell	500 -300	-38%	-$68.6K	0.01%	105
2023 Q4	$175K	Hold	800	–	–	0.01%	98
2023 Q3	$157K	Hold	800	–	–	0.01%	100
2023 Q2	$162K	Hold	800	–	–	0.01%	110
2023 Q1	$149K	Buy	+800	New	+$146K	0.01%	113

Other funds holding VV

NMIFOAC

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

JJBC

James J. Burns & Company Melville, New York $924M AUM 22.18% 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

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

Mogy Joel R Investment Counsel held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 500 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #105.

Mogy Joel R Investment Counsel first reported a position in VV in Q1 2023 and has held it in 14 quarters since. The position peaked at $175K in Q4 2023. 881 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Mogy Joel R Investment Counsel held 500 shares of Vanguard Morningstar Large-Cap ETF worth $172K as of Q2 2026.
Mogy Joel R Investment Counsel left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #105 holding.
Mogy Joel R Investment Counsel first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Mogy Joel R Investment Counsel's Vanguard Morningstar Large-Cap ETF position peaked at $175K in Q4 2023.
881 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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