Joel Isaacson & Co’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Joel Isaacson & Co’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Buy	12,171 +2,105	+21%	+$407K	0.07%	127
2026 Q1	$1.86M	Buy	10,066 +228	+2%	+$42.6K	0.06%	143
2025 Q4	$1.74M	Buy	9,838 +920	+10%	+$161K	0.06%	139
2025 Q3	$1.56M	Buy	8,918 +28	+0.3%	+$4.76K	0.06%	143
2025 Q2	$1.46M	Buy	8,890 +2,336	+36%	+$370K	0.06%	132
2025 Q1	$1.05M	Buy	6,554 +43	+0.7%	+$7.03K	0.05%	152
2024 Q4	$1.05M	Sell	6,511 -15	-0.2%	-$2.53K	0.05%	145
2024 Q3	$1.09M	Buy	6,526 +4,567	+233%	+$726K	0.05%	134
2024 Q2	$295K	Hold	1,959	–	–	0.02%	277
2024 Q1	$305K	Buy	+1,959	New	+$288K	0.02%	273
2022 Q3	–	Sell	-4,323	Closed	-$560K	–	307
2022 Q2	$560K	Buy	+4,323	New	+$612K	0.05%	154

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Joel Isaacson & Co increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 21% in Q2 2026, buying an estimated $407K and bringing the position to 12,171 shares worth $2.4M. The position accounts for 0.07% of the portfolio, ranked #127.

Joel Isaacson & Co first reported a position in VOE in Q2 2022 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Joel Isaacson & Co held 12,171 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.4M as of Q2 2026.
Joel Isaacson & Co bought 2,105 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $407K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Joel Isaacson & Co's portfolio in Q2 2026, its #127 holding.
Joel Isaacson & Co first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2022 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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