OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$103,961
-11.7%
430
-21.8%
0.05%
-13.3%
Q3 2023$117,799
-6.8%
5500.0%0.06%
-3.2%
Q2 2023$126,357
+6.2%
5500.0%0.06%0.0%
Q1 2023$119,026
+3.4%
550
-4.2%
0.06%0.0%
Q4 2022$115,110
+2.8%
5740.0%0.06%
+3.3%
Q3 2022$112,000
-0.9%
5740.0%0.06%
+5.3%
Q2 2022$113,000
-22.1%
574
-2.0%
0.06%
-6.6%
Q1 2022$145,000
-16.7%
586
-5.0%
0.06%
-10.3%
Q4 2021$174,000
-3.3%
617
-3.9%
0.07%
-10.5%
Q3 2021$180,000
-60.9%
642
-59.5%
0.08%
-46.9%
Q2 2021$460,000
-1.9%
1,587
-7.1%
0.14%
+4.4%
Q1 2021$469,000
+6.3%
1,709
+3.6%
0.14%
+2.2%
Q4 2020$441,000
+13.4%
1,649
-8.8%
0.13%
+2.3%
Q3 2020$389,000
+6.6%
1,808
-1.1%
0.13%
+3.1%
Q2 2020$365,000
+14.1%
1,829
-14.0%
0.13%
-3.1%
Q1 2020$320,000
-69.4%
2,126
-59.6%
0.13%
-57.7%
Q4 2019$1,046,000
+9.4%
5,262
+0.2%
0.31%
+2.6%
Q3 2019$956,000
-8.4%
5,254
-6.2%
0.30%
-10.9%
Q2 2019$1,044,000
+3.1%
5,604
-0.6%
0.34%
+2.1%
Q1 2019$1,013,000
+8.1%
5,635
-9.4%
0.33%
+3.1%
Q4 2018$937,000
-14.0%
6,223
+7.1%
0.32%
+7.0%
Q3 2018$1,089,000
+4.4%
5,811
-2.1%
0.30%0.0%
Q2 2018$1,043,000
+20.3%
5,933
+12.2%
0.30%
+18.0%
Q1 2018$867,000
-1.3%
5,290
-3.1%
0.26%
-8.6%
Q4 2017$878,000
+5.4%
5,460
+0.1%
0.28%0.0%
Q3 2017$833,000
+2.3%
5,456
-2.3%
0.28%
-1.1%
Q2 2017$814,000
+1.4%
5,584
-2.2%
0.28%
-1.1%
Q1 2017$803,000
+5.7%
5,707
+0.0%
0.28%
-0.3%
Q4 2016$760,000
+21.4%
5,706
+20.0%
0.29%
+21.7%
Q3 2016$626,000
+6.1%
4,754
-0.1%
0.24%
+2.6%
Q2 2016$590,000
+4.2%
4,7590.0%0.23%
+2.7%
Q1 2016$566,000
-5.2%
4,759
-3.2%
0.22%
-3.5%
Q4 2015$597,000
+3.1%
4,918
+0.0%
0.23%
-1.3%
Q3 2015$579,000
-14.5%
4,917
-4.3%
0.23%
+9.3%
Q1 2015$677,000
+4.6%
5,1380.0%0.21%
+2.9%
Q4 2014$647,000
+4.5%
5,138
-0.1%
0.21%
+1.5%
Q3 2014$619,000
-6.5%
5,143
-1.0%
0.20%
-4.2%
Q2 2014$662,000
+3.0%
5,193
+0.4%
0.21%
-11.6%
Q1 2014$643,000
-6.5%
5,173
-8.0%
0.24%
-6.6%
Q4 2013$688,000
+16.0%
5,623
+8.6%
0.26%
+6.6%
Q3 2013$593,0005,1780.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders