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Joel Isaacson & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Joel Isaacson & Co’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Buy
16,843
+211
+1% +$20.2K 0.05% 162
2026
Q1 		$1.48M Sell
16,632
-58
-0.3% -$5.32K 0.05% 159
2025
Q4 		$1.48M Buy
16,690
+659
+4% +$59.2K 0.05% 158
2025
Q3 		$1.47M Buy
16,031
+83
+0.5% +$7.53K 0.05% 149
2025
Q2 		$1.42M Buy
15,948
+234
+1% +$20.6K 0.06% 136
2025
Q1 		$1.42M Sell
15,714
-253
-2% -$23K 0.06% 125
2024
Q4 		$1.42M Buy
15,967
+2,518
+19% +$238K 0.06% 120
2024
Q3 		$1.31M Buy
13,449
+874
+7% +$80.5K 0.06% 120
2024
Q2 		$1.05M Buy
12,575
+2,130
+20% +$176K 0.06% 128
2024
Q1 		$903K Buy
10,445
+154
+1% +$13.2K 0.05% 144
2023
Q4 		$909K Sell
10,291
-1,760
-15% -$139K 0.06% 133
2023
Q3 		$912K Sell
12,051
-2,814
-19% -$232K 0.06% 126
2023
Q2 		$1.24M Sell
14,865
-212
-1% -$17.4K 0.08% 104
2023
Q1 		$1.25M Buy
15,077
+90
+0.6% +$7.73K 0.09% 97
2022
Q4 		$1.24M Sell
14,987
-395
-3% -$32.8K 0.1% 92
2022
Q3 		$1.23M Buy
15,382
+1,922
+14% +$180K 0.11% 87
2022
Q2 		$1.23M Buy
13,460
+1,560
+13% +$155K 0.1% 87
2022
Q1 		$1.29M Buy
11,900
+784
+7% +$83K 0.09% 95
2021
Q4 		$1.29M Buy
11,116
+3,781
+52% +$413K 0.09% 100
2021
Q3 		$747K Buy
7,335
+853
+13% +$90.5K 0.06% 143
2021
Q2 		$660K Buy
6,482
+1,601
+33% +$159K 0.05% 149
2021
Q1 		$448K Buy
4,881
+510
+12% +$44.8K 0.04% 166
2020
Q4 		$371K Sell
4,371
-1,980
-31% -$164K 0.04% 180
2020
Q3 		$502K Buy
6,351
+33
+0.5% +$2.65K 0.07% 126
2020
Q2 		$496K Hold
6,318
– – 0.07% 119
2020
Q1 		$441K Buy
6,318
+31
+0.5% +$2.72K 0.08% 113
2019
Q4 		$583K Buy
6,287
+36
+0.6% +$3.33K 0.08% 121
2019
Q3 		$583K Buy
6,251
+558
+10% +$50.7K 0.08% 111
2019
Q2 		$498K Buy
5,693
+523
+10% +$45.8K 0.07% 127
2019
Q1 		$449K Hold
5,170
– – 0.07% 146
2018
Q4 		$402K Buy
5,170
+946
+22% +$74.5K 0.06% 152
2018
Q3 		$341K Buy
4,224
+117
+3% +$9.63K 0.05% 154
2018
Q2 		$334K Buy
4,107
+76
+2% +$5.89K 0.06% 149
2018
Q1 		$304K Sell
4,031
-252
-6% -$19.3K 0.05% 153
2017
Q4 		$355K Sell
4,283
-152
-3% -$12.7K 0.06% 140
2017
Q3 		$369K Sell
4,435
-937
-17% -$78.3K 0.07% 131
2017
Q2 		$447K Buy
5,372
+25
+0.5% +$2.08K 0.08% 105
2017
Q1 		$442K Sell
5,347
-101
-2% -$8.38K 0.09% 103
2016
Q4 		$450K Buy
5,448
+69
+1% +$5.62K 0.09% 92
2016
Q3 		$467K Buy
5,379
+106
+2% +$9.46K 0.1% 94
2016
Q2 		$468K Buy
5,273
+29
+0.6% +$2.44K 0.1% 90
2016
Q1 		$439K Buy
5,244
+853
+19% +$66.4K 0.1% 102
2015
Q4 		$350K Sell
4,391
-4
-0.1% -$317 0.09% 108
2015
Q3 		$332K Buy
4,395
+449
+11% +$34.5K 0.09% 104
2015
Q2 		$295K Buy
3,946
+363
+10% +$29K 0.08% 128
2015
Q1 		$302K Hold
3,583
– – 0.08% 123
2014
Q4 		$290K Buy
3,583
+53
+2% +$4.16K 0.08% 118
2014
Q3 		$254K Buy
3,530
+457
+15% +$34.5K 0.08% 105
2014
Q2 		$230K Buy
3,073
+10
+0.3% +$735 0.07% 111
2014
Q1 		$216K Buy
3,063
+24
+0.8% +$1.64K 0.07% 111
2013
Q4 		$196K Sell
3,039
-2,000
-40% -$134K 0.07% 114
2013
Q3 		$333K Buy
5,039
+28
+0.6% +$1.9K 0.14% 70
2013
Q2 		$344K Buy
+5,011
New +$364K 0.16% 65

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Joel Isaacson & Co increased its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2026, buying an estimated $20.2K and bringing the position to 16,843 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #162.

Joel Isaacson & Co first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Joel Isaacson & Co held 16,843 shares of Vanguard Real Estate ETF worth $1.62M as of Q2 2026.
  • Joel Isaacson & Co bought 211 Vanguard Real Estate ETF shares in Q2 2026, an estimated $20.2K.
  • Vanguard Real Estate ETF made up 0.05% of Joel Isaacson & Co's portfolio in Q2 2026, its #162 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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