OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

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 Q3 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders