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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
2021
Q3 		– Sell
-3,000
Closed -$3K – 317
2021
Q2 		$3K Buy
+3,000
New +$298K ﹤0.01% 292

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Joel Isaacson & Co reduced its Vanguard Real Estate ETF (VNQ) stake by 0.35% in Q1 2026, selling an estimated $5.32K and leaving 16,632 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #159.

Joel Isaacson & Co first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.48M in Q4 2025. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Joel Isaacson & Co held 16,632 shares of Vanguard Real Estate ETF worth $1.48M as of Q1 2026.
  • Joel Isaacson & Co sold 58 Vanguard Real Estate ETF shares in Q1 2026, an estimated $5.32K.
  • Vanguard Real Estate ETF made up 0.05% of Joel Isaacson & Co's portfolio in Q1 2026, its #159 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • Joel Isaacson & Co's Vanguard Real Estate ETF position peaked at $1.48M in Q4 2025.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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