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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Vanguard Intermediate Tm Cpte Bd ETF

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All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $565k 6.7k 84.11
2025-06-30 $315k 3.8k 82.92
2025-03-31 $258k 3.2k 81.77
2024-12-31 $252k 3.1k 80.27
2024-09-30 $261k 3.1k 83.75

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Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
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Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Jpmorgan Chase & Co
Creative Planning
Morgan Stanley
Royal Bank of Canada
Envestnet Asset Management
Prudential
LPL Financial
D. E. Shaw & Co
Goldman Sachs Group
Wells Fargo & Company
Ameriprise Financial
Wealthfront Advisers
Raymond James Financial
Baird Financial

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF