VXUS VANGUARD TOTAL INTL ETF

Ownership history in Joel Isaacson & Co., LLC  ·  48 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported VANGUARD TOTAL INTL ETF (VXUS) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.27% in 2025 Q4. The latest visible filing shows VXUS at 1.27% 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 VXUS 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 TOTAL INTL ETF, 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

VXUS was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2025 Q4

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 VXUS — position size vs. price
% of Fund (quarterly)    VXUS 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 510,895 +76,311 +17.6% 1.27% $38.5M 2026-02-14 (Est.) $82.31
2025 Q3 ADDED 434,584 +46,510 +12.0% 1.15% $31.9M 2025-10-30 $73.38
2025 Q2 ADDED 388,074 +130,041 +50.4% 1.09% $26.8M 2025-07-23 $69.38
2025 Q1 ADDED 258,033 +33,094 +14.7% 0.73% $16.0M 2025-04-25 $61.41
2024 Q4 ADDED 224,939 +56,388 +33.5% 0.60% $13.3M 2025-01-28 $58.74
2024 Q3 ADDED 168,551 +14,167 +9.2% 0.52% $10.9M 2024-10-23 $59.30
2024 Q2 ADDED 154,384 +7,988 +5.5% 0.49% $9.3M 2024-07-24 $57.37
2024 Q1 ADDED 146,396 +15,472 +11.8% 0.48% $8.8M 2024-04-30 $55.28
2023 Q4 ADDED 130,924 +16,841 +14.8% 0.47% $7.6M 2024-01-25 $53.29
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Joel Isaacson & Co., LLC and VXUS

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 VXUS?

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

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

The largest reported portfolio weight for VXUS was 1.27% in 2025 Q4.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when Joel Isaacson & Co., LLC reported 510,895 shares, equal to 1.27% of portfolio, with an estimated market value of $38.5M.

What does the chart on this VXUS ownership page compare?

The chart compares Joel Isaacson & Co., LLC's quarterly VXUS 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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