JIC
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Joel Isaacson & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Joel Isaacson & Co’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.9M Buy
41,750
+565
+1% +$353K 0.83% 22
2025
Q4 		$25.8M Buy
41,185
+714
+2% +$444K 0.85% 22
2025
Q3 		$24.8M Buy
40,471
+1,353
+3% +$798K 0.89% 22
2025
Q2 		$22.2M Buy
39,118
+2,478
+7% +$1.3M 0.9% 21
2025
Q1 		$18.8M Buy
36,640
+1,447
+4% +$782K 0.85% 21
2024
Q4 		$19M Buy
35,193
+6,610
+23% +$3.58M 0.85% 20
2024
Q3 		$15.1M Buy
28,583
+4,292
+18% +$2.18M 0.72% 21
2024
Q2 		$12.1M Buy
24,291
+905
+4% +$435K 0.64% 21
2024
Q1 		$11.2M Buy
23,386
+2,874
+14% +$1.32M 0.62% 22
2023
Q4 		$8.96M Buy
20,512
+2,090
+11% +$856K 0.55% 25
2023
Q3 		$7.23M Buy
18,422
+1,519
+9% +$621K 0.5% 25
2023
Q2 		$6.88M Buy
16,903
+538
+3% +$208K 0.46% 26
2023
Q1 		$6.15M Buy
16,365
+553
+3% +$203K 0.44% 27
2022
Q4 		$5.56M Buy
15,812
+3,131
+25% +$1.11M 0.43% 28
2022
Q3 		$4.16M Buy
12,681
+3,953
+45% +$1.44M 0.36% 34
2022
Q2 		$3.03M Buy
8,728
+1,941
+29% +$731K 0.25% 41
2022
Q1 		$2.73M Buy
6,787
+13
+0.2% +$5.32K 0.2% 52
2021
Q4 		$2.96M Sell
6,774
-315
-4% -$133K 0.2% 52
2021
Q3 		$2.8M Buy
7,089
+78
+1% +$31.6K 0.21% 49
2021
Q2 		$2.76M Sell
7,011
-378
-5% -$145K 0.21% 47
2021
Q1 		$2.69M Hold
7,389
– – 0.24% 42
2020
Q4 		$2.54M Buy
7,389
+238
+3% +$77.6K 0.25% 42
2020
Q3 		$2.2M Buy
7,151
+32
+0.4% +$9.75K 0.29% 38
2020
Q2 		$2.02M Buy
7,119
+589
+9% +$159K 0.29% 38
2020
Q1 		$1.55M Buy
6,530
+2,941
+82% +$824K 0.27% 42
2019
Q4 		$1.06M Buy
3,589
+31
+0.9% +$8.77K 0.14% 71
2019
Q3 		$970K Sell
3,558
-488
-12% -$132K 0.14% 73
2019
Q2 		$1.09M Sell
4,046
-734
-15% -$194K 0.16% 67
2019
Q1 		$1.24M Buy
4,780
+8
+0.2% +$2K 0.18% 69
2018
Q4 		$1.14M Buy
4,772
+721
+18% +$179K 0.18% 67
2018
Q3 		$1.08M Sell
4,051
-37
-0.9% -$9.68K 0.17% 58
2018
Q2 		$1.02M Buy
4,088
+361
+10% +$89.6K 0.17% 62
2018
Q1 		$902K Buy
3,727
+12
+0.3% +$3.01K 0.16% 68
2017
Q4 		$911K Sell
3,715
-441
-11% -$105K 0.16% 67
2017
Q3 		$959K Buy
4,156
+118
+3% +$26.7K 0.18% 63
2017
Q2 		$897K Buy
4,038
+244
+6% +$53.7K 0.17% 60
2017
Q1 		$821K Buy
3,794
+408
+12% +$87.1K 0.16% 61
2016
Q4 		$695K Buy
3,386
+515
+18% +$103K 0.14% 67
2016
Q3 		$570K Buy
2,871
+934
+48% +$185K 0.12% 79
2016
Q2 		$372K Buy
1,937
+353
+22% +$67.2K 0.08% 114
2016
Q1 		$299K Sell
1,584
-1,465
-48% -$262K 0.07% 139
2015
Q4 		$570K Buy
3,049
+1,196
+65% +$225K 0.14% 71
2015
Q3 		$326K Buy
1,853
+603
+48% +$112K 0.09% 106
2015
Q2 		$236K Buy
1,250
+95
+8% +$18.3K 0.06% 143
2015
Q1 		$218K Buy
+1,155
New +$219K 0.06% 155

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Joel Isaacson & Co increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, buying an estimated $353K and bringing the position to 41,750 shares worth $24.9M. The position accounts for 0.83% of the portfolio, ranked #22.

Joel Isaacson & Co first reported a position in VOO in Q1 2015 and has held it in 45 quarters since. The position peaked at $25.8M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Joel Isaacson & Co held 41,750 shares of Vanguard S&P 500 ETF worth $24.9M as of Q1 2026.
  • Joel Isaacson & Co bought 565 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $353K.
  • Vanguard S&P 500 ETF made up 0.83% of Joel Isaacson & Co's portfolio in Q1 2026, its #22 holding.
  • Joel Isaacson & Co first reported a position in Vanguard S&P 500 ETF in Q1 2015 and has held it in 45 quarters since.
  • Joel Isaacson & Co's Vanguard S&P 500 ETF position peaked at $25.8M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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