Joel Isaacson & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $156M | Buy |
1,933,766
+32,570
| +2% | +$2.53M | 4.51% | 7 |
|
|
2026
Q1 | $136M | Buy |
1,901,196
+39,072
| +2% | +$2.9M | 4.53% | 7 |
|
|
2025
Q4 | $135M | Buy |
1,862,124
+144,128
| +8% | +$10.5M | 4.46% | 7 |
|
|
2025
Q3 | $126M | Buy |
1,717,996
+29,336
| +2% | +$2.11M | 4.55% | 5 |
|
|
2025
Q2 | $118M | Buy |
1,688,660
+95,208
| +6% | +$6.25M | 4.8% | 5 |
|
|
2025
Q1 | $103M | Buy |
1,593,452
+66,892
| +4% | +$4.49M | 4.67% | 5 |
|
|
2024
Q4 | $101M | Buy |
1,526,560
+71,144
| +5% | +$4.83M | 4.54% | 6 |
|
|
2024
Q3 | $96M | Buy |
1,455,416
+47,768
| +3% | +$3M | 4.58% | 5 |
|
|
2024
Q2 | $85.2M | Buy |
1,407,648
+62,688
| +5% | +$3.81M | 4.47% | 6 |
|
|
2024
Q1 | $84M | Buy |
1,344,960
+46,308
| +4% | +$2.74M | 4.61% | 5 |
|
|
2023
Q4 | $75.5M | Buy |
1,298,652
+21,536
| +2% | +$1.15M | 4.64% | 5 |
|
|
2023
Q3 | $66.5M | Buy |
1,277,116
+18,528
| +1% | +$1.02M | 4.55% | 6 |
|
|
2023
Q2 | $69.3M | Buy |
1,258,588
+32,044
| +3% | +$1.68M | 4.64% | 6 |
|
|
2023
Q1 | $64.7M | Buy |
1,226,544
+17,416
| +1% | +$927K | 4.65% | 5 |
|
|
2022
Q4 | $61.6M | Buy |
1,209,128
+14,240
| +1% | +$725K | 4.74% | 4 |
|
|
2022
Q3 | $56.2M | Sell |
1,194,888
-1,940
| -0.2% | -$101K | 4.85% | 5 |
|
|
2022
Q2 | $58.9M | Sell |
1,196,828
-22,344
| -2% | -$1.21M | 4.95% | 5 |
|
|
2022
Q1 | $70.7M | Buy |
1,219,172
+25,988
| +2% | +$1.52M | 5.2% | 4 |
|
|
2021
Q4 | $76M | Buy |
1,193,184
+9,832
| +0.8% | +$616K | 5.22% | 3 |
|
|
2021
Q3 | $70M | Buy |
1,183,352
+9,856
| +0.8% | +$596K | 5.29% | 3 |
|
|
2021
Q2 | $69.6M | Buy |
1,173,496
+10,132
| +0.9% | +$587K | 5.42% | 3 |
|
|
2021
Q1 | $64.4M | Buy |
1,163,364
+86,564
| +8% | +$4.7M | 5.64% | 3 |
|
|
2020
Q4 | $55.7M | Buy |
1,076,800
+11,808
| +1% | +$572K | 5.45% | 3 |
|
|
2020
Q3 | $46.9M | Buy |
1,064,992
+6,936
| +0.7% | +$302K | 6.1% | 3 |
|
|
2020
Q2 | $43.4M | Buy |
1,058,056
+17,032
| +2% | +$652K | 6.17% | 3 |
|
|
2020
Q1 | $34.3M | Buy |
1,041,024
+12,436
| +1% | +$515K | 5.97% | 3 |
|
|
2019
Q4 | $45.8M | Buy |
1,028,588
+20,444
| +2% | +$878K | 6.02% | 3 |
|
|
2019
Q3 | $42.2M | Buy |
1,008,144
+876
| +0.1% | +$36.6K | 6.02% | 3 |
|
|
2019
Q2 | $42.1M | Buy |
1,007,268
+27,984
| +3% | +$1.15M | 6.13% | 3 |
|
|
2019
Q1 | $39.4M | Buy |
979,284
+4,832
| +0.5% | +$186K | 5.74% | 3 |
|
|
2018
Q4 | $35.4M | Buy |
974,452
+29,896
| +3% | +$1.12M | 5.6% | 4 |
|
|
2018
Q3 | $38.8M | Buy |
944,556
+23,620
| +3% | +$964K | 6.09% | 3 |
|
|
2018
Q2 | $36.3M | Buy |
920,936
+14,216
| +2% | +$558K | 6.08% | 3 |
|
|
2018
Q1 | $35M | Buy |
906,720
+6,584
| +0.7% | +$259K | 6.1% | 3 |
|
|
2017
Q4 | $34.8M | Buy |
900,136
+592
| +0.1% | +$22.3K | 6.04% | 4 |
|
|
2017
Q3 | $33.1M | Sell |
899,544
-13,500
| -1% | -$487K | 6.05% | 4 |
|
|
2017
Q2 | $32.5M | Buy |
913,044
+25,244
| +3% | +$892K | 6.15% | 4 |
|
|
2017
Q1 | $30.9M | Buy |
887,800
+18,812
| +2% | +$646K | 6.06% | 4 |
|
|
2016
Q4 | $28.6M | Buy |
868,988
+6,672
| +0.8% | +$216K | 5.75% | 4 |
|
|
2016
Q3 | $27.9M | Buy |
862,316
+29,456
| +4% | +$945K | 5.73% | 4 |
|
|
2016
Q2 | $25.7M | Sell |
832,860
-29,704
| -3% | -$908K | 5.48% | 4 |
|
|
2016
Q1 | $26.1M | Buy |
862,564
+35,884
| +4% | +$1.01M | 5.77% | 4 |
|
|
2015
Q4 | $24.8M | Buy |
826,680
+116,832
| +16% | +$3.56M | 6.1% | 3 |
|
|
2015
Q3 | $20.7M | Buy |
709,848
+150,008
| +27% | +$4.68M | 5.53% | 4 |
|
|
2015
Q2 | $17.8M | Buy |
559,840
+100,224
| +22% | +$3.25M | 4.57% | 4 |
|
|
2015
Q1 | $15.2M | Buy |
459,616
+38,108
| +9% | +$1.2M | 3.85% | 4 |
|
|
2014
Q4 | $13M | Buy |
421,508
+116,264
| +38% | +$3.5M | 3.5% | 5 |
|
|
2014
Q3 | $8.95M | Buy |
305,244
+39,788
| +15% | +$1.18M | 2.74% | 5 |
|
|
2014
Q2 | $7.88M | Buy |
265,456
+13,440
| +5% | +$384K | 2.47% | 5 |
|
|
2014
Q1 | $7.16M | Buy |
252,016
+38,308
| +18% | +$1.06M | 2.4% | 5 |
|
|
2013
Q4 | $5.88M | Buy |
213,708
+32,420
| +18% | +$863K | 2.13% | 5 |
|
|
2013
Q3 | $4.64M | Buy |
181,288
+66,084
| +57% | +$1.66M | 1.9% | 5 |
|
|
2013
Q2 | $2.74M | Buy |
+115,204
| New | +$2.73M | 1.29% | 11 |
|
Other funds holding VO
Joel Isaacson & Co's VO Position: Q2 2026 in Review
Joel Isaacson & Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $2.53M and bringing the position to 1,933,766 shares worth $156M. The position accounts for 4.51% of the portfolio, ranked #7.
Joel Isaacson & Co first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Joel Isaacson & Co held 1,933,766 shares of Vanguard Morningstar Mid-Cap ETF worth $156M as of Q2 2026.
- Joel Isaacson & Co bought 32,570 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.53M.
- Vanguard Morningstar Mid-Cap ETF made up 4.51% of Joel Isaacson & Co's portfolio in Q2 2026, its #7 holding.
- Joel Isaacson & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.