VOOG VANGUARD ADMIRAL FDS INC

Ownership history in Joel Isaacson & Co., LLC  ·  23 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported VANGUARD ADMIRAL FDS INC (VOOG) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.17% in 2025 Q3. The latest visible filing shows VOOG at 2.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joel Isaacson & Co., LLC's position in VANGUARD ADMIRAL FDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOOG was reported at 2.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Joel Isaacson & Co., LLC held VOOG — position size vs. price
% of Fund (quarterly)    VOOG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 144,513 +6,726 +4.9% 2.12% $64.2M 2026-02-14 (Est.) $428.53
2025 Q3 ADDED 137,787 +5,169 +3.9% 2.17% $60.0M 2025-10-30 $447.52
2025 Q2 ADDED 132,618 +9,744 +7.9% 2.14% $52.6M 2025-07-23 $406.05
2025 Q1 ADDED 122,874 +4,791 +4.1% 1.86% $41.1M 2025-04-25 $337.55
2024 Q4 ADDED 118,083 +4,222 +3.7% 1.95% $43.2M 2025-01-28 $374.32
2024 Q3 ADDED 113,861 +4,426 +4.0% 1.87% $39.3M 2024-10-23 $345.16
2024 Q2 ADDED 109,435 +6,467 +6.3% 1.92% $36.5M 2024-07-24 $321.75
2024 Q1 ADDED 102,968 +6,207 +6.4% 1.72% $31.4M 2024-04-30 $289.80
2023 Q4 ADDED 96,761 +6,227 +6.9% 1.61% $26.2M 2024-01-25 $280.06
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Joel Isaacson & Co., LLC and VOOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joel Isaacson & Co., LLC reported owning VOOG?

Joel Isaacson & Co., LLC reported VOOG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOOG position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for VOOG was 2.17% in 2025 Q3.

What is the latest reported VOOG position on this page?

The most recent filing on this page is 2025 Q4, when Joel Isaacson & Co., LLC reported 144,513 shares, equal to 2.12% of portfolio, with an estimated market value of $64.2M.

What does the chart on this VOOG ownership page compare?

The chart compares Joel Isaacson & Co., LLC's quarterly VOOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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