OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 242 filers reported holding VANGUARD INDEX FDS in Q2 2014. The put-call ratio across all filers is 2.86 and the average weighting 1.5%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$102,211
+0.9%
234
-9.3%
0.05%
-1.9%
Q3 2023$101,317
-3.6%
2580.0%0.05%
+2.0%
Q2 2023$105,078
+10.4%
258
+2.0%
0.05%
+2.0%
Q1 2023$95,146
+32.1%
253
+23.4%
0.05%
+28.2%
Q4 2022$72,025
+0.0%
205
-6.8%
0.04%0.0%
Q3 2022$72,000
+1.4%
220
+8.4%
0.04%
+8.3%
Q2 2022$71,000
-11.2%
203
+5.2%
0.04%
+5.9%
Q1 2022$80,000
-47.0%
193
-44.2%
0.03%
-42.4%
Q4 2021$151,000
-3.2%
346
-12.4%
0.06%
-10.6%
Q3 2021$156,000
-66.6%
395
-66.7%
0.07%
-54.8%
Q2 2021$467,000
-62.9%
1,187
-65.7%
0.15%
-60.3%
Q1 2021$1,259,000
+6.1%
3,456
+0.1%
0.37%
+2.2%
Q4 2020$1,187,000
+11.1%
3,453
-0.5%
0.36%
+0.6%
Q3 2020$1,068,000
-3.2%
3,471
-10.8%
0.36%
-6.8%
Q2 2020$1,103,000
+12.1%
3,893
-6.3%
0.38%
-4.7%
Q1 2020$984,000
-41.3%
4,155
-26.6%
0.40%
-18.9%
Q4 2019$1,675,000
+7.0%
5,663
-1.4%
0.50%
+0.6%
Q3 2019$1,566,000
-2.6%
5,744
-3.9%
0.49%
-5.4%
Q2 2019$1,608,000
+3.7%
5,976
+0.1%
0.52%
+2.6%
Q1 2019$1,550,000
+118.0%
5,972
+92.9%
0.51%
+107.8%
Q4 2018$711,000
-6.2%
3,096
+9.0%
0.24%
+16.7%
Q3 2018$758,000
+12.8%
2,840
+5.5%
0.21%
+8.2%
Q2 2018$672,000
+18.3%
2,693
+14.7%
0.19%
+16.2%
Q1 2018$568,000
-1.4%
2,3480.0%0.17%
-8.7%
Q4 2017$576,000
+6.1%
2,348
-0.3%
0.18%
+0.5%
Q3 2017$543,000
+3.8%
2,3550.0%0.18%
+0.6%
Q2 2017$523,000
+4.2%
2,355
+1.5%
0.18%
+1.7%
Q1 2017$502,000
+15.4%
2,320
+9.4%
0.18%
+8.5%
Q4 2016$435,000
+8.2%
2,120
+4.7%
0.16%
+8.6%
Q3 2016$402,000
+3.3%
2,0250.0%0.15%0.0%
Q2 2016$389,000
-5.8%
2,025
-7.5%
0.15%
-7.4%
Q1 2016$413,000
-2.4%
2,190
-3.3%
0.16%
-0.6%
Q4 2015$423,000
+4.4%
2,265
-1.8%
0.16%0.0%
Q3 2015$405,000
-7.7%
2,307
-0.5%
0.16%
+18.0%
Q1 2015$439,000
-4.6%
2,319
-5.1%
0.14%
-6.1%
Q4 2014$460,000
+4.3%
2,4440.0%0.15%
+1.4%
Q3 2014$441,000
-3.7%
2,444
-4.3%
0.15%
-1.4%
Q2 2014$458,000
+0.2%
2,554
-4.2%
0.15%
-14.0%
Q1 2014$457,000
-2.4%
2,666
-3.6%
0.17%
-2.3%
Q4 2013$468,0002,7660.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2014
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders