JIC
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Joel Isaacson & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Joel Isaacson & Co’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Sell
6,076
-1,535
-20% -$443K 0.05% 148
2026
Q1 		$1.96M Sell
7,611
-61
-0.8% -$16.7K 0.06% 136
2025
Q4 		$2.14M Buy
7,672
+94
+1% +$26.9K 0.07% 125
2025
Q3 		$2.23M Buy
7,578
+10
+0.1% +$2.88K 0.08% 116
2025
Q2 		$2.15M Buy
7,568
+369
+5% +$95.1K 0.09% 106
2025
Q1 		$1.76M Sell
7,199
-81
-1% -$21.1K 0.08% 113
2024
Q4 		$1.85M Buy
7,280
+393
+6% +$101K 0.08% 104
2024
Q3 		$1.68M Buy
6,887
+3,155
+85% +$735K 0.08% 107
2024
Q2 		$857K Buy
3,732
+215
+6% +$49.3K 0.05% 146
2024
Q1 		$829K Sell
3,517
-146
-4% -$32.7K 0.05% 153
2023
Q4 		$804K Sell
3,663
-113
-3% -$22.6K 0.05% 150
2023
Q3 		$736K Buy
3,776
+333
+10% +$68K 0.05% 143
2023
Q2 		$709K Buy
3,443
+131
+4% +$25.4K 0.05% 154
2023
Q1 		$645K Buy
3,312
+5
+0.2% +$957 0.05% 155
2022
Q4 		$594K Sell
3,307
-94
-3% -$17K 0.05% 158
2022
Q3 		$580K Sell
3,401
-831
-20% -$157K 0.05% 147
2022
Q2 		$742K Buy
4,232
+2,525
+148% +$489K 0.06% 126
2022
Q1 		$361K Buy
+1,707
New +$377K 0.03% 226
2017
Q1 		– Sell
-200
Closed -$21K – 526
2016
Q4 		$21K Hold
200
– – ﹤0.01% 424
2016
Q3 		$21K Hold
200
– – ﹤0.01% 456
2016
Q2 		$20K Sell
200
-110
-35% -$11.1K ﹤0.01% 466
2016
Q1 		$31K Hold
310
– – 0.01% 414
2015
Q4 		$31K Hold
310
– – 0.01% 399
2015
Q3 		$30K Hold
310
– – 0.01% 418
2015
Q2 		$33K Buy
310
+161
+108% +$17.4K 0.01% 424
2015
Q1 		$16K Buy
149
+39
+35% +$4.06K ﹤0.01% 527
2014
Q4 		$11K Hold
110
– – ﹤0.01% 502
2014
Q3 		$11K Hold
110
– – ﹤0.01% 480
2014
Q2 		$11K Hold
110
– – ﹤0.01% 468
2014
Q1 		$10K Buy
+110
New +$10.1K ﹤0.01% 474

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Joel Isaacson & Co reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 20% in Q2 2026, selling an estimated $443K and leaving 6,076 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #148.

Joel Isaacson & Co first reported a position in VOT in Q1 2014 and has held it in 30 quarters since. The position peaked at $2.23M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Joel Isaacson & Co held 6,076 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.86M as of Q2 2026.
  • Joel Isaacson & Co sold 1,535 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $443K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Joel Isaacson & Co's portfolio in Q2 2026, its #148 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2014 and has held it in 30 quarters since.
  • Joel Isaacson & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.23M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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