JIC
VV icon

Joel Isaacson & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Joel Isaacson & Co’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.39M Sell
6,962
-273
-4% -$91.1K 0.07% 128
2026
Q1 		$2.16M Buy
7,235
+263
+4% +$82.3K 0.07% 129
2025
Q4 		$2.19M Sell
6,972
-150
-2% -$46.8K 0.07% 123
2025
Q3 		$2.19M Buy
7,122
+306
+4% +$90.6K 0.08% 120
2025
Q2 		$1.94M Hold
6,816
– – 0.08% 113
2025
Q1 		$1.75M Buy
6,816
+1
+0% +$271 0.08% 114
2024
Q4 		$1.84M Buy
6,815
+5,950
+688% +$1.61M 0.08% 105
2024
Q3 		$228K Buy
+865
New +$219K 0.01% 337
2017
Q1 		– Sell
-295
Closed -$30K – 529
2016
Q4 		$30K Hold
295
– – 0.01% 389
2016
Q3 		$29K Hold
295
– – 0.01% 416
2016
Q2 		$28K Hold
295
– – 0.01% 409
2016
Q1 		$28K Hold
295
– – 0.01% 427
2015
Q4 		$28K Hold
295
– – 0.01% 422
2015
Q3 		$26K Hold
295
– – 0.01% 438
2015
Q2 		$28K Hold
295
– – 0.01% 453
2015
Q1 		$28K Hold
295
– – 0.01% 435
2014
Q4 		$28K Hold
295
– – 0.01% 391
2014
Q3 		$27K Hold
295
– – 0.01% 379
2014
Q2 		$27K Hold
295
– – 0.01% 370
2014
Q1 		$25K Hold
295
– – 0.01% 381
2013
Q4 		$25K Hold
295
– – 0.01% 349
2013
Q3 		$23K Hold
295
– – 0.01% 346
2013
Q2 		$22K Buy
+295
New +$21.8K 0.01% 315

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

Joel Isaacson & Co reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.8% in Q2 2026, selling an estimated $91.1K and leaving 6,962 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #128.

Joel Isaacson & Co first reported a position in VV in Q2 2013 and has held it in 23 quarters since. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Joel Isaacson & Co held 6,962 shares of Vanguard Morningstar Large-Cap ETF worth $2.39M as of Q2 2026.
  • Joel Isaacson & Co sold 273 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $91.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.07% of Joel Isaacson & Co's portfolio in Q2 2026, its #128 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 23 quarters since.
  • 944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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