MOGY JOEL R INVESTMENT COUNSEL INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1126735
BEVERLY HILLS, CA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$104,768
+$1,588 QoQ
Shares Held
400
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,768 | 400 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $103,180 | 400 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $101,712 | 400 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $94,792 | 400 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $88,700 | 400 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $186,217 | 775 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $207,558 | 875 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $190,785 | 875 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $405,747 | 1,775 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $186,663 | 875 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $165,436 | 875 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $174,028 | 875 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $165,865 | 875 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||