OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$26,066
-29.0%
295
-39.2%
0.01%
-31.6%
Q3 2023$36,695
-23.4%
485
-15.4%
0.02%
-17.4%
Q2 2023$47,880
-11.0%
573
-11.6%
0.02%
-17.9%
Q1 2023$53,810
+0.7%
6480.0%0.03%
-3.4%
Q4 2022$53,447
+2.8%
6480.0%0.03%
+3.6%
Q3 2022$52,000
-11.9%
6480.0%0.03%
-6.7%
Q2 2022$59,000
-15.7%
6480.0%0.03%
+3.4%
Q1 2022$70,000
-53.3%
648
-49.9%
0.03%
-50.0%
Q4 2021$150,000
+13.6%
1,2930.0%0.06%
+3.6%
Q3 2021$132,000
-64.3%
1,293
-64.4%
0.06%
-51.3%
Q2 2021$370,000
+10.8%
3,6330.0%0.12%
+17.3%
Q1 2021$334,000
+2.1%
3,633
-5.7%
0.10%
-1.0%
Q4 2020$327,000
-17.2%
3,853
-23.1%
0.10%
-25.6%
Q3 2020$395,000
+0.3%
5,008
-0.2%
0.13%
-2.9%
Q2 2020$394,000
+12.3%
5,0180.0%0.14%
-4.9%
Q1 2020$351,000
-24.5%
5,018
+0.2%
0.14%
+4.3%
Q4 2019$465,000
-4.7%
5,008
-4.4%
0.14%
-10.4%
Q3 2019$488,000
+11.4%
5,238
+4.6%
0.15%
+8.5%
Q2 2019$438,000
+0.7%
5,0080.0%0.14%
-0.7%
Q1 2019$435,000
+7.1%
5,008
-8.0%
0.14%
+2.1%
Q4 2018$406,000
-7.5%
5,4430.0%0.14%
+15.7%
Q3 2018$439,000
-0.9%
5,4430.0%0.12%
-5.5%
Q2 2018$443,000
+7.8%
5,4430.0%0.13%
+5.8%
Q1 2018$411,000
-9.5%
5,443
-0.5%
0.12%
-16.0%
Q4 2017$454,000
-7.7%
5,468
-7.6%
0.14%
-12.7%
Q3 2017$492,000
-4.5%
5,918
-4.4%
0.16%
-7.3%
Q2 2017$515,000
-18.1%
6,193
-18.6%
0.18%
-20.2%
Q1 2017$629,000
+3.6%
7,611
+3.4%
0.22%
-2.2%
Q4 2016$607,000
-12.7%
7,359
-8.2%
0.23%
-12.6%
Q3 2016$695,000
-2.8%
8,018
-0.6%
0.26%
-5.8%
Q2 2016$715,000
+6.9%
8,064
+1.0%
0.28%
+5.3%
Q1 2016$669,000
+5.2%
7,9810.0%0.26%
+6.9%
Q4 2015$636,000
+6.7%
7,981
+1.1%
0.25%
+2.1%
Q3 2015$596,000
-16.8%
7,893
-7.0%
0.24%
+6.2%
Q1 2015$716,000
+4.1%
8,4890.0%0.23%
+2.7%
Q4 2014$688,000
+12.4%
8,4890.0%0.22%
+8.9%
Q3 2014$612,000
-3.8%
8,489
-0.1%
0.20%
-1.5%
Q2 2014$636,000
+9.7%
8,497
+3.4%
0.21%
-5.5%
Q1 2014$580,000
-6.1%
8,220
-14.2%
0.22%
-6.4%
Q4 2013$618,000
-2.4%
9,5780.0%0.23%
-10.4%
Q3 2013$633,0009,5780.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,315,181$210,936,14153.28%
LifeGuide Financial Advisors, LLC 450,815$41,074,00037.50%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$787,036,00035.27%
Gibson Capital, LLC 1,011,898$92,025,00027.25%
Iyo Bank, Ltd. 879,356$80,118,00026.66%
Seven Post Investment Office LP 774,168$70,534,00026.23%
Passive Capital Management, LLC. 469,582$42,783,62221.78%
VISTA CAPITAL PARTNERS, INC. 972,043$88,563,00014.41%
Fairfield University 196,916$17,941,030,00014.02%
McCutchen Group LLC 636,808$58,020,00011.76%
View complete list of VANGUARD INDEX FDS shareholders