Joel Isaacson & Co., LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1599330
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$55,487,490
+$3,319,167 QoQ
Shares Held
211,849
+4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,487,490 | 211,849 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $52,168,323 | 202,242 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $48,121,472 | 189,246 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $44,251,275 | 186,730 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $42,123,630 | 189,960 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $43,648,063 | 181,655 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $37,267,114 | 157,106 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $31,880,718 | 146,215 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $32,385,488 | 141,675 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $28,362,223 | 132,950 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $25,002,238 | 132,238 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $23,084,366 | 116,066 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $20,454,661 | 107,906 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $18,389,056 | 100,191 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $15,385,489 | 90,021 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $16,127,625 | 91,577 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $20,602,326 | 96,943 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $20,787,043 | 91,974 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $19,282,757 | 88,182 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $18,915,635 | 83,965 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $17,253,777 | 80,595 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $13,252,062 | 68,071 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $9,378,108 | 60,976 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $7,474,561 | 51,294 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,896,446 | 33,753 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||