JIC
VIG icon

Joel Isaacson & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Joel Isaacson & Co’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290M Buy
1,349,051
+30,794
+2% +$6.86M 9.62% 2
2025
Q4 		$290M Buy
1,318,257
+29,430
+2% +$6.43M 9.57% 2
2025
Q3 		$278M Buy
1,288,827
+15,563
+1% +$3.27M 10.04% 2
2025
Q2 		$261M Buy
1,273,264
+31,591
+3% +$6.12M 10.6% 2
2025
Q1 		$241M Buy
1,241,673
+39,988
+3% +$7.95M 10.92% 2
2024
Q4 		$235M Buy
1,201,685
+48,028
+4% +$9.59M 10.61% 2
2024
Q3 		$228M Buy
1,153,657
+26,549
+2% +$5.06M 10.9% 2
2024
Q2 		$206M Buy
1,127,108
+25,867
+2% +$4.66M 10.81% 2
2024
Q1 		$201M Buy
1,101,241
+37,384
+4% +$6.57M 11.02% 2
2023
Q4 		$181M Buy
1,063,857
+25,686
+2% +$4.13M 11.13% 2
2023
Q3 		$161M Buy
1,038,171
+24,820
+2% +$4.02M 11.04% 2
2023
Q2 		$165M Buy
1,013,351
+18,893
+2% +$2.96M 11.02% 2
2023
Q1 		$153M Buy
994,458
+24,385
+3% +$3.74M 11.01% 2
2022
Q4 		$147M Buy
970,073
+35,178
+4% +$5.24M 11.34% 2
2022
Q3 		$126M Buy
934,895
+5,243
+0.6% +$780K 10.92% 2
2022
Q2 		$133M Buy
929,652
+5,032
+0.5% +$766K 11.2% 2
2022
Q1 		$147M Buy
924,620
+11,122
+1% +$1.79M 10.84% 2
2021
Q4 		$157M Buy
913,498
+5,668
+0.6% +$934K 10.77% 2
2021
Q3 		$139M Buy
907,830
+19,784
+2% +$3.15M 10.53% 2
2021
Q2 		$137M Buy
888,046
+20,411
+2% +$3.13M 10.69% 2
2021
Q1 		$128M Buy
867,635
+41,681
+5% +$5.93M 11.19% 2
2020
Q4 		$117M Buy
825,954
+46,932
+6% +$6.36M 11.42% 2
2020
Q3 		$100M Buy
779,022
+26,656
+4% +$3.35M 13.03% 2
2020
Q2 		$88.2M Buy
752,366
+93,445
+14% +$10.6M 12.55% 2
2020
Q1 		$68.1M Buy
658,921
+19,878
+3% +$2.37M 11.86% 2
2019
Q4 		$79.7M Buy
639,043
+36,373
+6% +$4.4M 10.46% 2
2019
Q3 		$72.1M Buy
602,670
+39,191
+7% +$4.62M 10.27% 2
2019
Q2 		$64.9M Buy
563,479
+25,514
+5% +$2.86M 9.44% 2
2019
Q1 		$59M Sell
537,965
-3,462
-0.6% -$365K 8.61% 2
2018
Q4 		$54.3M Buy
541,427
+58,777
+12% +$6.13M 8.6% 2
2018
Q3 		$53.4M Buy
482,650
+2,726
+0.6% +$293K 8.4% 2
2018
Q2 		$48.8M Buy
479,924
+10,792
+2% +$1.1M 8.17% 2
2018
Q1 		$47.4M Buy
469,132
+709
+0.2% +$73.5K 8.27% 2
2017
Q4 		$47.8M Sell
468,423
-2,584
-0.5% -$254K 8.29% 2
2017
Q3 		$44.6M Sell
471,007
-10,056
-2% -$938K 8.17% 2
2017
Q2 		$44.6M Buy
481,063
+10,708
+2% +$982K 8.43% 2
2017
Q1 		$42.3M Sell
470,355
-381
-0.1% -$33.8K 8.3% 2
2016
Q4 		$40.1M Buy
470,736
+7,235
+2% +$608K 8.07% 2
2016
Q3 		$38.9M Buy
463,501
+9,311
+2% +$789K 7.99% 2
2016
Q2 		$37.8M Sell
454,190
-11,480
-2% -$938K 8.04% 2
2016
Q1 		$37.8M Buy
465,670
+10,850
+2% +$832K 8.36% 2
2015
Q4 		$35.4M Buy
454,820
+8,208
+2% +$640K 8.69% 2
2015
Q3 		$32.9M Buy
446,612
+2,097
+0.5% +$162K 8.79% 2
2015
Q2 		$34.9M Buy
444,515
+2,280
+0.5% +$185K 8.95% 2
2015
Q1 		$35.6M Buy
442,235
+7,256
+2% +$589K 8.97% 2
2014
Q4 		$35.3M Buy
434,979
+11,701
+3% +$925K 9.49% 2
2014
Q3 		$32.6M Buy
423,278
+17,091
+4% +$1.33M 9.96% 2
2014
Q2 		$31.7M Buy
406,187
+7,523
+2% +$575K 9.91% 2
2014
Q1 		$30M Buy
398,664
+16,865
+4% +$1.24M 10.06% 2
2013
Q4 		$28.7M Buy
381,799
+13,303
+4% +$968K 10.43% 2
2013
Q3 		$25.7M Buy
368,496
+32,492
+10% +$2.25M 10.48% 2
2013
Q2 		$22.2M Buy
+336,004
New +$22.6M 10.46% 2

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Joel Isaacson & Co's VIG Position: Q1 2026 in Review

Joel Isaacson & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q1 2026, buying an estimated $6.86M and bringing the position to 1,349,051 shares worth $290M. The position accounts for 9.62% of the portfolio, ranked #2.

Joel Isaacson & Co first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Joel Isaacson & Co held 1,349,051 shares of Vanguard Dividend Appreciation ETF worth $290M as of Q1 2026.
  • Joel Isaacson & Co bought 30,794 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $6.86M.
  • Vanguard Dividend Appreciation ETF made up 9.62% of Joel Isaacson & Co's portfolio in Q1 2026, its #2 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.