OPTIMUM INVESTMENT ADVISORS - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 249 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2023$103,667
+12.4%
1,390
+1.1%
0.05%
+10.6%
Q3 2023$92,222
-14.1%
1,375
-4.0%
0.05%
-11.3%
Q2 2023$107,316
+2.2%
1,432
+4.5%
0.05%
-3.6%
Q1 2023$104,962
+8.7%
1,370
+2.8%
0.06%
+5.8%
Q4 2022$96,579
-30.0%
1,333
-30.4%
0.05%
-29.7%
Q3 2022$138,000
-7.4%
1,914
+2.1%
0.07%
-1.3%
Q2 2022$149,000
-9.1%
1,875
+4.8%
0.08%
+8.7%
Q1 2022$164,000
-33.9%
1,789
-25.9%
0.07%
-28.9%
Q4 2021$248,000
+3.3%
2,413
+2.7%
0.10%
-4.0%
Q3 2021$240,000
-19.7%
2,349
-19.1%
0.10%
+8.6%
Q2 2021$299,000
-40.8%
2,902
-43.6%
0.09%
-37.2%
Q1 2021$505,000
+48.1%
5,141
+65.4%
0.15%
+43.7%
Q4 2020$341,000
-15.0%
3,108
-13.3%
0.10%
-23.7%
Q3 2020$401,000
+1.0%
3,584
+0.9%
0.14%
-2.2%
Q2 2020$397,000
+8.8%
3,552
+3.8%
0.14%
-8.0%
Q1 2020$365,000
+8.3%
3,423
+2.0%
0.15%
+50.0%
Q4 2019$337,000
+3.7%
3,355
+6.0%
0.10%
-2.9%
Q3 2019$325,000
+8.7%
3,166
+2.6%
0.10%
+6.2%
Q2 2019$299,000
+5.7%
3,085
+0.5%
0.10%
+4.3%
Q1 2019$283,000
+6.8%
3,069
+1.5%
0.09%
+2.2%
Q4 2018$265,000
+4.3%
3,023
+4.2%
0.09%
+30.0%
Q3 2018$254,000
-8.3%
2,901
-7.0%
0.07%
-12.5%
Q2 2018$277,000
+27.6%
3,121
+30.9%
0.08%
+25.0%
Q1 2018$217,000
-17.2%
2,385
-13.5%
0.06%
-22.9%
Q4 2017$262,0002,7580.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders