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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 $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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. 1,810 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.
  • 1,810 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.