OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 296 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$2,0000.0%110.0%0.00%0.0%
Q2 2022$2,000
-33.3%
110.0%0.00%0.0%
Q1 2022$3,000
-25.0%
110.0%0.00%
-50.0%
Q4 2021$4,000
+33.3%
110.0%0.00%
+100.0%
Q3 2021$3,0000.0%110.0%0.00%0.0%
Q2 2021$3,0000.0%110.0%0.00%0.0%
Q1 2021$3,0000.0%110.0%0.00%0.0%
Q4 2020$3,0000.0%110.0%0.00%0.0%
Q3 2020$3,000
+50.0%
110.0%0.00%0.0%
Q2 2020$2,0000.0%110.0%0.00%0.0%
Q1 2020$2,000
-80.0%
11
-80.0%
0.00%
-66.7%
Q4 2019$10,000
+11.1%
550.0%0.00%0.0%
Q3 2019$9,000
-25.0%
55
-24.7%
0.00%
-25.0%
Q2 2019$12,000
-40.0%
73
-41.6%
0.00%
-42.9%
Q1 2019$20,000
-13.0%
125
-26.5%
0.01%
-12.5%
Q4 2018$23,000
+109.1%
170
+139.4%
0.01%
+166.7%
Q3 2018$11,000
+57.1%
71
+57.8%
0.00%
+50.0%
Q2 2018$7,000
+16.7%
450.0%0.00%0.0%
Q1 2018$6,000
+20.0%
45
-10.0%
0.00%0.0%
Q1 2015$5,0000.0%500.0%0.00%0.0%
Q4 2014$5,0000.0%500.0%0.00%0.0%
Q3 2014$5,0000.0%500.0%0.00%0.0%
Q2 2014$5,0000.0%500.0%0.00%0.0%
Q1 2014$5,000500.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders