JIC
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Joel Isaacson & Co’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Joel Isaacson & Co’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1M Buy
251,892
+3,168
+1% +$259K 0.61% 26
2026
Q1 		$18.7M Buy
248,724
+2,546
+1% +$197K 0.62% 26
2025
Q4 		$18.1M Buy
246,178
+77,821
+46% +$5.66M 0.6% 27
2025
Q3 		$12M Buy
168,357
+3,202
+2% +$221K 0.43% 31
2025
Q2 		$11.1M Buy
165,155
+6,605
+4% +$418K 0.45% 33
2025
Q1 		$9.62M Buy
158,550
+3,840
+2% +$231K 0.44% 32
2024
Q4 		$8.88M Buy
154,710
+22,469
+17% +$1.35M 0.4% 34
2024
Q3 		$8.33M Buy
132,241
+16,506
+14% +$994K 0.4% 32
2024
Q2 		$6.79M Buy
115,735
+5,482
+5% +$322K 0.36% 34
2024
Q1 		$6.47M Buy
110,253
+3,635
+3% +$205K 0.35% 35
2023
Q4 		$5.99M Buy
106,618
+1,079
+1% +$57.2K 0.37% 33
2023
Q3 		$5.47M Buy
105,539
+70
+0.1% +$3.79K 0.37% 33
2023
Q2 		$5.74M Buy
105,469
+4,389
+4% +$238K 0.38% 32
2023
Q1 		$5.4M Buy
101,080
+2,373
+2% +$126K 0.39% 30
2022
Q4 		$4.95M Sell
98,707
-6,217
-6% -$302K 0.38% 31
2022
Q3 		$4.65M Sell
104,924
-3,583
-3% -$177K 0.4% 28
2022
Q2 		$5.42M Buy
108,507
+1,527
+1% +$81.8K 0.46% 27
2022
Q1 		$6.01M Sell
106,980
-3,083
-3% -$181K 0.44% 27
2021
Q4 		$6.75M Sell
110,063
-1,123
-1% -$69.5K 0.46% 27
2021
Q3 		$6.78M Buy
111,186
+841
+0.8% +$52.9K 0.51% 25
2021
Q2 		$7M Buy
110,345
+497
+0.5% +$31.4K 0.54% 26
2021
Q1 		$6.67M Buy
109,848
+3,466
+3% +$211K 0.58% 25
2020
Q4 		$6.21M Buy
106,382
+8,446
+9% +$460K 0.61% 24
2020
Q3 		$4.94M Sell
97,936
-740
-0.7% -$37.5K 0.64% 20
2020
Q2 		$4.7M Buy
98,676
+1,715
+2% +$76.8K 0.67% 20
2020
Q1 		$3.98M Sell
96,961
-2,002
-2% -$98.5K 0.69% 19
2019
Q4 		$5.32M Buy
98,963
+6,188
+7% +$321K 0.7% 18
2019
Q3 		$4.63M Buy
92,775
+1,258
+1% +$62.7K 0.66% 19
2019
Q2 		$4.67M Sell
91,517
-7,103
-7% -$358K 0.68% 18
2019
Q1 		$4.95M Buy
98,620
+125
+0.1% +$6.12K 0.72% 18
2018
Q4 		$4.68M Buy
98,495
+86,836
+745% +$4.17M 0.74% 17
2018
Q3 		$607K Buy
11,659
+1,600
+16% +$83.4K 0.1% 106
2018
Q2 		$521K Buy
10,059
+1,357
+16% +$73.5K 0.09% 113
2018
Q1 		$473K Buy
8,702
+1,000
+13% +$55.7K 0.08% 116
2017
Q4 		$421K Buy
7,702
+200
+3% +$10.8K 0.07% 127
2017
Q3 		$395K Buy
7,502
+500
+7% +$25.9K 0.07% 126
2017
Q2 		$350K Hold
7,002
– – 0.07% 125
2017
Q1 		$335K Hold
7,002
– – 0.07% 126
2016
Q4 		$309K Hold
7,002
– – 0.06% 125
2016
Q3 		$318K Hold
7,002
– – 0.07% 128
2016
Q2 		$300K Buy
7,002
+3,802
+119% +$165K 0.06% 137
2016
Q1 		$138K Buy
3,200
+844
+36% +$34.6K 0.03% 208
2015
Q4 		$102K Buy
2,356
+942
+67% +$42.1K 0.03% 229
2015
Q3 		$60K Buy
1,414
+1,000
+242% +$46.2K 0.02% 309
2015
Q2 		$20K Hold
414
– – 0.01% 504
2015
Q1 		$20K Hold
414
– – 0.01% 491
2014
Q4 		$19K Buy
414
+356
+614% +$17.1K 0.01% 443
2014
Q3 		$3K Buy
+58
New +$3K ﹤0.01% 560

Other funds holding VEU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Joel Isaacson & Co increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.3% in Q2 2026, buying an estimated $259K and bringing the position to 251,892 shares worth $21.1M. The position accounts for 0.61% of the portfolio, ranked #26.

Joel Isaacson & Co first reported a position in VEU in Q3 2014 and has held it in 48 quarters since. 1,099 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Joel Isaacson & Co held 251,892 shares of Vanguard FTSE All-World ex-US ETF worth $21.1M as of Q2 2026.
  • Joel Isaacson & Co bought 3,168 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $259K.
  • Vanguard FTSE All-World ex-US ETF made up 0.61% of Joel Isaacson & Co's portfolio in Q2 2026, its #26 holding.
  • Joel Isaacson & Co first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2014 and has held it in 48 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

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