FISHMAN JAY A LTD/MI - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
FISHMAN JAY A LTD/MI ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,320,658
-54.8%
6,342
-52.3%
0.17%
-6.2%
Q2 2023$2,924,604
+34.1%
13,284
+28.4%
0.18%
-36.2%
Q1 2023$2,181,334
+3.0%
10,342
-0.5%
0.28%
-6.4%
Q4 2022$2,117,993
-99.9%
10,392
+0.7%
0.30%
+6.0%
Q3 2022$1,939,765,000
-4.9%
10,319
-0.4%
0.28%
+1.1%
Q2 2022$2,040,412,000
-18.0%
10,359
-1.0%
0.28%
+1.5%
Q1 2022$2,487,568,000
-7.1%
10,459
-0.5%
0.27%
-4.2%
Q4 2021$2,677,377,000
+7.9%
10,509
+0.2%
0.29%
-6.8%
Q3 2021$2,482,191,000
-2.6%
10,484
-2.3%
0.31%
-1.3%
Q2 2021$2,547,714,000
+7.5%
10,734
+0.2%
0.31%
-2.8%
Q1 2021$2,370,330,000
+6.8%
10,709
-0.2%
0.32%
+4.9%
Q4 2020$2,219,469,000
+10.0%
10,734
-6.2%
0.30%
-4.4%
Q3 2020$2,018,000,000
-2.4%
11,449
-9.3%
0.32%
-11.6%
Q2 2020$2,068,380,000
+24.0%
12,619
-0.4%
0.36%
-1.1%
Q1 2020$1,667,873,000
-28.7%
12,669
-3.5%
0.36%
-9.4%
Q4 2019$2,338,256,000
-46.2%
13,123
-49.4%
0.40%
-1.0%
Q3 2019$4,343,520,000
+100.5%
25,916
+100.0%
0.41%
+0.5%
Q2 2019$2,166,059,000
-1.0%
12,958
-4.8%
0.40%
-0.7%
Q1 2019$2,187,486,000
-40.7%
13,608
-49.1%
0.41%
+1.7%
Q4 2018$3,691,616,000
+107.8%
26,716
+146.9%
0.40%
+28.5%
Q3 2018$1,776,699,000
+3.7%
10,821
-0.5%
0.31%
-2.5%
Q2 2018$1,713,704,000
+16.2%
10,871
+13.7%
0.32%
+14.7%
Q1 2018$1,474,401,000
+33.0%
9,561
+33.5%
0.28%
+33.5%
Q4 2017$1,108,379,000
+14.3%
7,161
+8.5%
0.21%
+5.6%
Q3 2017$969,759,000
+21.1%
6,597
+17.4%
0.20%
+16.5%
Q2 2017$800,962,000
+8.9%
5,620
+6.4%
0.17%
+2.4%
Q1 2017$735,744,0005,2840.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders