FISHMAN JAY A LTD/MI

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1006407 TROY, MI

Position in VB

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$4,841,067

-$6,587 QoQ

Shares Held

18,483

-1.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,841,067	18,483	-1.6%	Shares	Sole	2026-04-29
2025-12-31	$4,847,654	18,793	-3.8%	Shares	Sole	2026-01-28
2025-09-30	$4,969,648	19,544	-23.7%	Shares	Sole	2025-11-05
2025-06-30	$6,068,820	25,609	-4.8%	Shares	Sole	2025-07-22
2025-03-31	$5,965,518	26,902	-1.9%	Shares	Sole	2025-04-22
2024-12-31	$6,588,477	27,420	-2.5%	Shares	Sole	2025-01-29
2024-09-30	$6,667,973	28,110	-4.0%	Shares	Sole	2024-10-30
2024-06-30	$6,385,301	29,285	-2.9%	Shares	Sole	2024-08-05
2024-03-31	$6,895,645	30,166	-7.0%	Shares	Sole	2024-04-23
2023-12-31	$6,918,078	32,429	-0.8%	Shares	Sole	2024-01-24
2023-09-30	$6,180,887	32,691	-2.2%	Shares	Sole	2023-11-13
2023-06-30	$6,646,108	33,416	-16.8%	Shares	Sole	2023-08-15
2023-03-31	$7,616,141	40,178	-0.3%	Shares	Sole	2023-05-09
2022-12-31	$7,399,965	40,318	-0.6%	Shares	Sole	2023-02-13
2022-09-30	$6,930,571	40,551	-0.3%	Shares	Sole	2022-10-26
2022-06-30	$7,161,160	40,663	-6.7%	Shares	Sole	2022-08-09
2022-03-31	$9,261,196	43,578	+2.7%	Shares	Sole	2022-05-10
2021-12-31	$9,590,282	42,433	+11.5%	Shares	Sole	2022-02-14
2021-09-30	$8,321,049	38,053	+0.4%	Shares	Sole	2021-11-08
2021-06-30	$8,534,282	37,883	+1.6%	Shares	Sole	2021-08-09
2021-03-31	$7,978,547	37,269	+7.3%	Shares	Sole	2021-05-03
2020-12-31	$6,759,873	34,723	-1.6%	Shares	Sole	2021-02-10
2020-09-30	$5,426,064	35,280	-39.0%	Shares	Sole	2020-11-10
2020-06-30	$8,423,344	57,805	+2.7%	Shares	Sole	2020-08-10
2020-03-31	$6,497,540	56,285	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.