OPTIMUM INVESTMENT ADVISORS - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$86,772
-3.9%
1,2000.0%0.04%0.0%
Q2 2023$90,276
-2.0%
1,2000.0%0.04%
-8.3%
Q1 2023$92,088
-62.5%
1,200
-63.6%
0.05%
-63.9%
Q4 2022$245,256
+1.3%
3,3000.0%0.13%
+2.3%
Q3 2022$242,000
-5.5%
3,3000.0%0.13%
+1.6%
Q2 2022$256,000
+48.8%
3,300
+57.1%
0.13%
+77.8%
Q1 2022$172,000
-6.5%
2,1000.0%0.07%0.0%
Q4 2021$184,000
-2.1%
2,1000.0%0.07%
-8.9%
Q3 2021$188,000
-30.4%
2,100
-30.0%
0.08%
-6.0%
Q2 2021$270,000
-15.4%
3,000
-16.7%
0.08%
-9.7%
Q1 2021$319,000
-42.2%
3,600
-39.5%
0.09%
-44.6%
Q4 2020$552,000
-0.7%
5,9500.0%0.17%
-10.2%
Q3 2020$556,000
+0.4%
5,9500.0%0.19%
-3.1%
Q2 2020$554,000
+8.8%
5,950
+4.4%
0.19%
-7.7%
Q1 2020$509,000
+2.4%
5,7000.0%0.21%
+42.2%
Q4 2019$497,000
+9.7%
5,700
+10.7%
0.15%
+2.8%
Q3 2019$453,0005,1500.14%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$132,404,00040.69%
Compass Ion Advisors, LLC 509,348$47,293,00018.28%
BCM ADVISORS, LLC 427,538$39,697,00013.04%
Echo Wealth Management, LLC 102,775$9,543,00012.48%
Verde Capital Management 257,107$23,872,00011.88%
Burt Wealth Advisors 368,182$34,186,00011.78%
BANK OF STOCKTON 301,397$27,983,00010.75%
Milestone Advisory Partners 200,147$18,584,00010.60%
Fullen Financial Group 166,708$15,479,00010.50%
Franklin, Parlapiano, Turner & Welch, LLC 298,598$27,725,00010.05%
View complete list of VANGUARD BD INDEX FDS shareholders