Joel Isaacson & Co
VOOG icon

Joel Isaacson & Co’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Joel Isaacson & Co’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$79.2M Buy
927,060
+18,396
+2% +$1.53M 2.26% 10
2026
Q2 		$75.1M Buy
908,664
+10,926
+1% +$867K 2.17% 10
2026
Q1 		$61M Buy
897,738
+30,660
+4% +$2.22M 2.02% 10
2025
Q4 		$64.2M Buy
867,078
+40,356
+5% +$2.97M 2.12% 10
2025
Q3 		$60M Buy
826,722
+31,014
+4% +$2.14M 2.17% 10
2025
Q2 		$52.6M Buy
795,708
+58,464
+8% +$3.48M 2.14% 10
2025
Q1 		$41.1M Buy
737,244
+28,746
+4% +$1.74M 1.86% 12
2024
Q4 		$43.2M Buy
708,498
+25,332
+4% +$1.52M 1.95% 12
2024
Q3 		$39.3M Buy
683,166
+26,556
+4% +$1.47M 1.87% 12
2024
Q2 		$36.5M Buy
656,610
+38,802
+6% +$2.01M 1.92% 11
2024
Q1 		$31.4M Buy
617,808
+37,242
+6% +$1.8M 1.72% 13
2023
Q4 		$26.2M Buy
580,566
+37,362
+7% +$1.6M 1.61% 13
2023
Q3 		$22.3M Buy
543,204
+49,860
+10% +$2.12M 1.53% 13
2023
Q2 		$20.9M Buy
493,344
+32,304
+7% +$1.28M 1.4% 14
2023
Q1 		$17.7M Buy
461,040
+71,700
+18% +$2.63M 1.27% 14
2022
Q4 		$13.7M Buy
389,340
+39,672
+11% +$1.43M 1.05% 15
2022
Q3 		$12.2M Buy
349,668
+62,172
+22% +$2.43M 1.05% 15
2022
Q2 		$10.4M Buy
287,496
+9,264
+3% +$369K 0.88% 19
2022
Q1 		$12M Buy
278,232
+20,142
+8% +$910K 0.88% 18
2021
Q4 		$13M Buy
258,090
+25,584
+11% +$1.24M 0.89% 20
2021
Q3 		$10.3M Buy
232,506
+26,832
+13% +$1.23M 0.78% 22
2021
Q2 		$8.99M Buy
205,674
+25,890
+14% +$1.08M 0.7% 23
2021
Q1 		$7.04M Buy
179,784
+52,200
+41% +$2.03M 0.62% 24
2020
Q4 		$4.89M Buy
127,584
+36,114
+39% +$1.32M 0.48% 26
2020
Q3 		$3.18M Buy
91,470
+71,790
+365% +$2.44M 0.41% 27
2020
Q2 		$613K Buy
+19,680
New +$567K 0.09% 103

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

Joel Isaacson & Co's VOOG Position: Q3 2026 in Review

Joel Isaacson & Co increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2% in Q3 2026, buying an estimated $1.53M and bringing the position to 927,060 shares worth $79.2M. The position accounts for 2.26% of the portfolio, ranked #10.

Joel Isaacson & Co first reported a position in VOOG in Q2 2020 and has held it in 26 quarters since. 696 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Joel Isaacson & Co held 927,060 shares of Vanguard S&P 500 Growth ETF worth $79.2M as of Q3 2026.
  • Joel Isaacson & Co bought 18,396 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $1.53M.
  • Vanguard S&P 500 Growth ETF made up 2.26% of Joel Isaacson & Co's portfolio in Q3 2026, its #10 holding.
  • Joel Isaacson & Co first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Joel Isaacson & Co's 13F filing for Q3 2026, filed 5 Nov 2026.