MOGY JOEL R INVESTMENT COUNSEL INC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MOGY JOEL R INVESTMENT COUNSEL INC opened 8 positions, added to 5, reduced 5, sold out of 3 and left 26 unchanged. The largest increase in value was NATO (+$1,839,797); the largest decrease was DFAC (-$261,916).
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 3,273; Shares 2026-06-30 3,440.
- VUG: Country of operation —; Class GROWTH ETF; Shares 2026-03-31 4,333; Shares 2026-06-30 25,998.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 5,909; Shares 2026-06-30 5,924.
- VO: Country of operation —; Class MID CAP ETF; Shares 2026-03-31 4,780; Shares 2026-06-30 19,120.
Two Form 13F-HR filings compared (SEC CIK 1126735): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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