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Joel Isaacson & Co’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Joel Isaacson & Co’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.92M Sell
55,011
-1,053
-2% -$73.3K 0.11% 87
2026
Q1 		$3.59M Buy
56,064
+1,570
+3% +$104K 0.12% 83
2025
Q4 		$3.4M Buy
54,494
+13,630
+33% +$835K 0.11% 86
2025
Q3 		$2.45M Buy
40,864
+5,054
+14% +$295K 0.09% 106
2025
Q2 		$2.04M Buy
35,810
+1,883
+6% +$101K 0.08% 109
2025
Q1 		$1.72M Buy
33,927
+979
+3% +$49.5K 0.08% 115
2024
Q4 		$1.58M Buy
32,948
+1,709
+5% +$85.8K 0.07% 114
2024
Q3 		$1.65M Buy
31,239
+3,035
+11% +$154K 0.08% 108
2024
Q2 		$1.39M Buy
28,204
+2,032
+8% +$101K 0.07% 109
2024
Q1 		$1.31M Buy
26,172
+3,107
+13% +$150K 0.07% 113
2023
Q4 		$1.1M Sell
23,065
-130
-0.6% -$5.82K 0.07% 116
2023
Q3 		$1.01M Buy
23,195
+3,128
+16% +$143K 0.07% 115
2023
Q2 		$927K Buy
20,067
+2,144
+12% +$98.6K 0.06% 128
2023
Q1 		$810K Buy
17,923
+4,158
+30% +$185K 0.06% 134
2022
Q4 		$578K Sell
13,765
-1,043
-7% -$42.2K 0.04% 160
2022
Q3 		$538K Buy
14,808
+1,044
+8% +$42.5K 0.05% 155
2022
Q2 		$562K Sell
13,764
-16,580
-55% -$737K 0.05% 152
2022
Q1 		$1.42M Sell
30,344
-3,716
-11% -$181K 0.1% 88
2021
Q4 		$1.74M Buy
34,060
+6,193
+22% +$318K 0.12% 83
2021
Q3 		$1.41M Buy
27,867
+5,539
+25% +$288K 0.11% 90
2021
Q2 		$1.15M Buy
22,328
+15,677
+236% +$809K 0.09% 97
2021
Q1 		$327K Sell
6,651
-34
-0.5% -$1.66K 0.03% 206
2020
Q4 		$316K Buy
6,685
+31
+0.5% +$1.36K 0.03% 193
2020
Q3 		$272K Buy
+6,654
New +$273K 0.04% 183
2020
Q1 		– Sell
-8,460
Closed -$373K – 213
2019
Q4 		$373K Buy
8,460
+235
+3% +$10K 0.05% 153
2019
Q3 		$338K Buy
8,225
+23
+0.3% +$939 0.05% 152
2019
Q2 		$342K Sell
8,202
-542
-6% -$22.3K 0.05% 153
2019
Q1 		$357K Buy
+8,744
New +$349K 0.05% 157
2017
Q1 		– Sell
-2,858
Closed -$104K – 515
2016
Q4 		$104K Buy
2,858
+23
+0.8% +$839 0.02% 219
2016
Q3 		$106K Sell
2,835
-562
-17% -$20.7K 0.02% 230
2016
Q2 		$120K Buy
3,397
+1,875
+123% +$67.7K 0.03% 212
2016
Q1 		$55K Buy
1,522
+7
+0.5% +$242 0.01% 319
2015
Q4 		$56K Sell
1,515
-960
-39% -$36K 0.01% 313
2015
Q3 		$88K Buy
2,475
+1,441
+139% +$55.4K 0.02% 247
2015
Q2 		$41K Buy
1,034
+975
+1,653% +$40.3K 0.01% 391
2015
Q1 		$2K Buy
+59
New +$2.31K ﹤0.01% 659

Other funds holding VEA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Joel Isaacson & Co's VEA Position: Q2 2026 in Review

Joel Isaacson & Co reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.9% in Q2 2026, selling an estimated $73.3K and leaving 55,011 shares worth $3.92M. The position accounts for 0.11% of the portfolio, ranked #87.

Joel Isaacson & Co first reported a position in VEA in Q1 2015 and has held it in 36 quarters since. 2,118 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Joel Isaacson & Co held 55,011 shares of Vanguard FTSE Developed Markets ETF worth $3.92M as of Q2 2026.
  • Joel Isaacson & Co sold 1,053 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $73.3K.
  • Vanguard FTSE Developed Markets ETF made up 0.11% of Joel Isaacson & Co's portfolio in Q2 2026, its #87 holding.
  • Joel Isaacson & Co first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2015 and has held it in 36 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.