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Vanguard Total World Stock Idx shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx 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 Total World Stock Idx by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 53k 110.50
2023-12-31 $5.4M 53k 102.88
2023-09-30 $4.9M 53k 93.18
2023-06-30 $4.6M 48k 96.98
2023-03-31 $4.3M 47k 92.09
2022-12-31 $4.0M 47k 86.19
2022-09-30 $3.5M 44k 78.88
2022-06-30 $3.8M 45k 85.34
2022-03-31 $4.4M 44k 98.33
2021-12-31 $4.8M 45k 107.43
2021-09-30 $3.9M 39k 101.83
2021-06-30 $3.8M 37k 103.62
2021-03-31 $3.5M 36k 97.30
2020-12-31 $3.0M 33k 92.58
2020-09-30 $2.6M 32k 80.63
2020-06-30 $2.4M 33k 74.79
2020-03-31 $2.1M 33k 62.81
2019-12-31 $2.5M 31k 80.99
2019-09-30 $2.2M 30k 74.83
2019-06-30 $2.2M 30k 75.15
2019-03-31 $2.1M 29k 73.17
2018-12-31 $2.0M 29k 68.09
2018-09-30 $2.1M 28k 75.85
2018-06-30 $1.9M 26k 73.37
2018-03-31 $1.8M 24k 73.65
2017-12-31 $1.7M 23k 74.28
2017-09-30 $1.5M 22k 70.73
2017-06-30 $1.4M 21k 67.53
2017-03-31 $1.2M 19k 65.24
2016-12-31 $1.0M 17k 60.98
2016-09-30 $733k 12k 60.88
2016-06-30 $672k 12k 58.10
2016-03-31 $463k 8.0k 57.64
2015-12-31 $461k 8.0k 57.60
2015-09-30 $86k 1.6k 55.48
2015-06-30 $25k 400 62.50
2015-03-31 $25k 400 62.50
2014-12-31 $24k 400 60.00
2014-09-30 $24k 400 60.00
2014-06-30 $25k 400 62.50
2014-03-31 $26M 352k 75.23
2013-12-31 $24k 400 60.00
2013-09-30 $22k 400 55.00
2013-06-30 $21k 400 52.50
2013-03-31 $21k 400 52.50
2012-12-31 $20k 400 50.00

More positions owned by Joel Isaacson & Co

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

View all positions for Joel Isaacson & Co

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
UBS Group
Alliancebernstein
Royal Bank of Canada
Edgehill Endowment Partners
Rockefeller Capital Management
Partners Capital Investment Group
Wells Fargo & Company
Wind River Trust
Citigroup
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company
CI Private Wealth

View all funds holding Vanguard Total World Stock Idx