OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$151,503
-7.4%
690
-17.9%
0.08%
-9.5%
Q3 2023$163,607
-5.3%
8400.0%0.08%
-1.2%
Q2 2023$172,847
+5.6%
8400.0%0.08%
-1.2%
Q1 2023$163,708
+8.4%
8400.0%0.09%
+4.9%
Q4 2022$150,998
+4.1%
840
-1.3%
0.08%
+5.1%
Q3 2022$145,000
-2.7%
8510.0%0.08%
+4.0%
Q2 2022$149,000
-21.6%
8510.0%0.08%
-6.2%
Q1 2022$190,000
-12.4%
8510.0%0.08%
-4.8%
Q4 2021$217,000
-2.3%
851
-9.6%
0.08%
-10.6%
Q3 2021$222,000
-3.5%
941
-3.1%
0.09%
+30.6%
Q2 2021$230,000
+5.0%
971
-5.0%
0.07%
+12.5%
Q1 2021$219,000
+0.9%
1,0220.0%0.06%
-3.0%
Q4 2020$217,000
+3.8%
1,022
-12.0%
0.07%
-5.7%
Q3 2020$209,000
+6.6%
1,162
-2.2%
0.07%
+2.9%
Q2 2020$196,000
-17.6%
1,188
-36.7%
0.07%
-30.6%
Q1 2020$238,000
-79.9%
1,878
-74.8%
0.10%
-72.1%
Q4 2019$1,182,000
+5.3%
7,442
-1.9%
0.35%
-0.8%
Q3 2019$1,123,000
-3.9%
7,585
-3.0%
0.35%
-6.6%
Q2 2019$1,168,000
+4.7%
7,822
+0.0%
0.38%
+3.6%
Q1 2019$1,116,000
+14.0%
7,819
-4.4%
0.37%
+8.6%
Q4 2018$979,000
-14.1%
8,178
+2.2%
0.34%
+7.0%
Q3 2018$1,140,000
+3.4%
8,003
-2.4%
0.32%
-0.9%
Q2 2018$1,102,000
+3.8%
8,200
+0.0%
0.32%
+1.9%
Q1 2018$1,062,000
-6.4%
8,196
-7.8%
0.31%
-13.6%
Q4 2017$1,135,000
+5.0%
8,889
+0.1%
0.36%
-0.3%
Q3 2017$1,081,000
-4.1%
8,883
-7.2%
0.36%
-7.2%
Q2 2017$1,127,000
+2.5%
9,576
-1.6%
0.39%0.0%
Q1 2017$1,100,000
+7.0%
9,736
+0.1%
0.39%
+0.8%
Q4 2016$1,028,000
-1.2%
9,727
-0.6%
0.39%
-1.0%
Q3 2016$1,041,000
+1.8%
9,787
-2.5%
0.39%
-1.5%
Q2 2016$1,023,000
+1.2%
10,039
-0.4%
0.40%
-0.3%
Q1 2016$1,011,000
+0.6%
10,080
+0.0%
0.40%
+2.3%
Q4 2015$1,005,000
+2.6%
10,0760.0%0.39%
-1.8%
Q3 2015$980,000
-9.8%
10,076
+0.2%
0.40%
+15.1%
Q1 2015$1,086,000
+6.4%
10,0530.0%0.34%
+4.9%
Q4 2014$1,021,000
+5.4%
10,0530.0%0.33%
+2.2%
Q3 2014$969,0000.0%10,0530.0%0.32%
+2.2%
Q2 2014$969,000
+4.3%
10,053
+0.2%
0.31%
-10.0%
Q1 2014$929,000
-4.0%
10,028
-6.5%
0.35%
-4.1%
Q4 2013$968,000
+23.0%
10,728
+16.2%
0.36%
+12.7%
Q3 2013$787,0009,2330.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders