OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 539 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$43,503
+10.7%
3000.0%0.02%
+10.0%
Q3 2023$39,288
-5.4%
3000.0%0.02%0.0%
Q2 2023$41,514
+1975.7%
300
+1328.6%
0.02%
+1900.0%
Q2 2020$2,0000.0%210.0%0.00%0.0%
Q1 2020$2,000
-99.8%
21
-99.8%
0.00%
-99.7%
Q4 2019$1,135,000
+2.0%
9,524
-3.3%
0.34%
-4.0%
Q3 2019$1,113,000
+3.6%
9,849
+2.1%
0.35%
+0.9%
Q2 2019$1,074,000
+0.7%
9,649
-2.5%
0.35%
-0.6%
Q1 2019$1,067,000
-4.7%
9,894
-15.9%
0.35%
-9.1%
Q4 2018$1,120,000
-26.5%
11,760
-12.7%
0.38%
-8.6%
Q3 2018$1,523,000
-0.9%
13,466
-3.2%
0.42%
-5.0%
Q2 2018$1,537,000
+3.6%
13,914
+2.6%
0.44%
+1.6%
Q1 2018$1,483,000
+40.8%
13,559
+43.7%
0.44%
+30.1%
Q4 2017$1,053,000
+38.4%
9,437
+31.1%
0.34%
+31.4%
Q3 2017$761,000
+3.0%
7,201
+0.3%
0.26%
-0.4%
Q2 2017$739,000
+1.7%
7,182
+0.7%
0.26%
-0.8%
Q1 2017$727,000
+69.9%
7,134
+62.0%
0.26%
+60.2%
Q4 2016$428,000
+42.7%
4,405
+37.4%
0.16%
+42.5%
Q3 2016$300,000
+2.0%
3,205
-3.0%
0.11%
-0.9%
Q2 2016$294,000
+2.8%
3,305
+0.6%
0.11%
+0.9%
Q1 2016$286,000
+11.3%
3,285
+10.1%
0.11%
+14.1%
Q4 2015$257,000
+0.8%
2,985
-2.5%
0.10%
-3.9%
Q3 2015$255,000
-13.6%
3,060
-4.7%
0.10%
+10.8%
Q1 2015$295,000
-1.7%
3,210
-4.5%
0.09%
-3.1%
Q4 2014$300,000
+5.3%
3,3600.0%0.10%
+2.1%
Q3 2014$285,000
-5.9%
3,360
-3.4%
0.09%
-4.1%
Q2 2014$303,000
+5.2%
3,4800.0%0.10%
-9.3%
Q1 2014$288,000
+3.6%
3,4800.0%0.11%
+2.9%
Q4 2013$278,000
+9.0%
3,480
-0.2%
0.10%0.0%
Q3 2013$255,0003,4870.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders