Joel Isaacson & Co., LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1599330
NEW YORK, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$290,126,908
+$400,385 QoQ
Shares Held
1,349,051
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.32%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,126,908 | 1,349,051 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $289,726,523 | 1,318,257 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $278,115,978 | 1,288,827 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $260,598,942 | 1,273,264 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $240,872,145 | 1,241,673 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $235,325,973 | 1,201,685 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $228,493,305 | 1,153,657 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $205,753,565 | 1,127,108 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $201,097,619 | 1,101,241 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $181,281,232 | 1,063,857 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $161,311,009 | 1,038,171 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $164,598,602 | 1,013,351 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $153,156,476 | 994,458 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $147,305,585 | 970,073 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $126,360,408 | 934,895 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $133,377,172 | 929,652 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $149,936,379 | 924,620 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $156,893,281 | 913,498 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $139,442,688 | 907,830 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $137,460,640 | 888,046 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $127,611,755 | 867,635 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $116,599,926 | 825,954 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $100,228,970 | 779,022 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $88,162,247 | 752,366 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $68,125,842 | 658,921 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||