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Joel Isaacson & Co’s Vanguard Total World Stock ETF VT Stock Holding History

Joel Isaacson & Co’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Buy
74,448
+3,073
+4% +$469K 0.34% 39
2026
Q1 		$9.87M Buy
71,375
+1,573
+2% +$226K 0.33% 41
2025
Q4 		$9.85M Buy
69,802
+3,874
+6% +$542K 0.33% 40
2025
Q3 		$9.08M Buy
65,928
+3,787
+6% +$503K 0.33% 39
2025
Q2 		$7.99M Buy
62,141
+2,260
+4% +$270K 0.32% 40
2025
Q1 		$6.94M Buy
59,881
+2,340
+4% +$280K 0.31% 39
2024
Q4 		$6.76M Sell
57,541
-53
-0.1% -$6.36K 0.3% 40
2024
Q3 		$6.89M Buy
57,594
+2,567
+5% +$295K 0.33% 38
2024
Q2 		$6.2M Buy
55,027
+2,292
+4% +$253K 0.33% 38
2024
Q1 		$5.83M Buy
52,735
+77
+0.1% +$8.14K 0.32% 37
2023
Q4 		$5.42M Buy
52,658
+121
+0.2% +$11.6K 0.33% 36
2023
Q3 		$4.9M Buy
52,537
+4,939
+10% +$479K 0.33% 36
2023
Q2 		$4.62M Buy
47,598
+654
+1% +$61.3K 0.31% 36
2023
Q1 		$4.32M Buy
46,944
+318
+0.7% +$28.8K 0.31% 35
2022
Q4 		$4.02M Buy
46,626
+2,557
+6% +$218K 0.31% 38
2022
Q3 		$3.48M Sell
44,069
-527
-1% -$46.3K 0.3% 39
2022
Q2 		$3.81M Buy
44,596
+203
+0.5% +$18.8K 0.32% 34
2022
Q1 		$4.37M Sell
44,393
-425
-0.9% -$43K 0.32% 35
2021
Q4 		$4.82M Buy
44,818
+6,242
+16% +$663K 0.33% 36
2021
Q3 		$3.93M Buy
38,576
+1,729
+5% +$181K 0.3% 42
2021
Q2 		$3.82M Buy
36,847
+877
+2% +$89.4K 0.3% 40
2021
Q1 		$3.5M Buy
35,970
+3,402
+10% +$327K 0.31% 35
2020
Q4 		$3.02M Buy
32,568
+321
+1% +$27.8K 0.3% 36
2020
Q3 		$2.6M Sell
32,247
-404
-1% -$32.4K 0.34% 35
2020
Q2 		$2.44M Sell
32,651
-19
-0.1% -$1.34K 0.35% 31
2020
Q1 		$2.05M Buy
32,670
+1,395
+4% +$105K 0.36% 31
2019
Q4 		$2.53M Buy
31,275
+1,675
+6% +$130K 0.33% 37
2019
Q3 		$2.21M Sell
29,600
-9
-0% -$672 0.32% 40
2019
Q2 		$2.23M Buy
29,609
+499
+2% +$37K 0.32% 37
2019
Q1 		$2.13M Buy
29,110
+91
+0.3% +$6.46K 0.31% 41
2018
Q4 		$1.98M Buy
29,019
+1,186
+4% +$83K 0.31% 41
2018
Q3 		$2.11M Buy
27,833
+1,761
+7% +$133K 0.33% 33
2018
Q2 		$1.91M Buy
26,072
+2,079
+9% +$155K 0.32% 35
2018
Q1 		$1.77M Buy
23,993
+1,350
+6% +$102K 0.31% 35
2017
Q4 		$1.68M Buy
22,643
+997
+5% +$72.4K 0.29% 37
2017
Q3 		$1.53M Buy
21,646
+840
+4% +$58.2K 0.28% 39
2017
Q2 		$1.41M Buy
20,806
+1,846
+10% +$123K 0.27% 44
2017
Q1 		$1.24M Buy
18,960
+2,200
+13% +$141K 0.24% 48
2016
Q4 		$1.02M Buy
16,760
+4,719
+39% +$285K 0.21% 51
2016
Q3 		$733K Buy
12,041
+475
+4% +$28.7K 0.15% 65
2016
Q2 		$672K Buy
11,566
+3,533
+44% +$205K 0.14% 70
2016
Q1 		$463K Buy
8,033
+30
+0.4% +$1.64K 0.1% 95
2015
Q4 		$461K Buy
8,003
+6,453
+416% +$378K 0.11% 86
2015
Q3 		$86K Buy
1,550
+1,150
+288% +$68.3K 0.02% 251
2015
Q2 		$25K Hold
400
– – 0.01% 469
2015
Q1 		$25K Hold
400
– – 0.01% 463
2014
Q4 		$24K Hold
400
– – 0.01% 414
2014
Q3 		$24K Hold
400
– – 0.01% 394
2014
Q2 		$25K Hold
400
– – 0.01% 381
2014
Q1 		$24K Hold
400
– – 0.01% 388
2013
Q4 		$24K Hold
400
– – 0.01% 357
2013
Q3 		$22K Hold
400
– – 0.01% 351
2013
Q2 		$21K Buy
+400
New +$21.2K 0.01% 322

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

Joel Isaacson & Co increased its Vanguard Total World Stock ETF (VT) stake by 4.3% in Q2 2026, buying an estimated $469K and bringing the position to 74,448 shares worth $11.7M. The position accounts for 0.34% of the portfolio, ranked #39.

Joel Isaacson & Co first reported a position in VT in Q2 2013 and has held it in 53 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Joel Isaacson & Co held 74,448 shares of Vanguard Total World Stock ETF worth $11.7M as of Q2 2026.
  • Joel Isaacson & Co bought 3,073 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $469K.
  • Vanguard Total World Stock ETF made up 0.34% of Joel Isaacson & Co's portfolio in Q2 2026, its #39 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 53 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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