OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$693,323
+10.8%
3,250
-1.8%
0.35%
+8.7%
Q3 2023$625,822
-4.9%
3,3100.0%0.32%
-0.3%
Q2 2023$658,326
+4.9%
3,3100.0%0.32%
-2.1%
Q1 2023$627,444
+3.3%
3,3100.0%0.33%0.0%
Q4 2022$607,517
+8.5%
3,310
+1.1%
0.33%
+9.3%
Q3 2022$560,000
-3.1%
3,275
-0.2%
0.30%
+4.2%
Q2 2022$578,000
-17.1%
3,2820.0%0.29%
-1.7%
Q1 2022$697,000
-6.1%
3,2820.0%0.29%
+1.7%
Q4 2021$742,000
+3.2%
3,282
-0.2%
0.29%
-4.6%
Q3 2021$719,000
+0.6%
3,287
+3.6%
0.30%
+35.9%
Q2 2021$715,000
-32.5%
3,172
-35.9%
0.22%
-28.1%
Q1 2021$1,059,000
-9.3%
4,947
-17.4%
0.31%
-12.4%
Q4 2020$1,167,000
+26.4%
5,992
-0.1%
0.35%
+14.2%
Q3 2020$923,000
-6.1%
5,999
-11.1%
0.31%
-9.4%
Q2 2020$983,000
+30.9%
6,749
+3.7%
0.34%
+11.0%
Q1 2020$751,000
-31.7%
6,506
-2.1%
0.31%
-5.5%
Q4 2019$1,100,000
+23.2%
6,643
+14.5%
0.33%
+15.6%
Q3 2019$893,000
-1.0%
5,801
+0.8%
0.28%
-3.8%
Q2 2019$902,000
-13.4%
5,756
-15.5%
0.29%
-14.3%
Q1 2019$1,041,000
+34.5%
6,814
+16.2%
0.34%
+28.6%
Q4 2018$774,000
-22.1%
5,864
-4.0%
0.27%
-3.3%
Q3 2018$994,000
+3.2%
6,111
-1.2%
0.28%
-0.7%
Q2 2018$963,000
+55.3%
6,186
+46.6%
0.28%
+52.2%
Q1 2018$620,000
+13.6%
4,221
+14.2%
0.18%
+4.6%
Q4 2017$546,000
+24.4%
3,695
+19.0%
0.17%
+18.4%
Q3 2017$439,000
+46.8%
3,106
+40.9%
0.15%
+42.7%
Q2 2017$299,000
+1.7%
2,2050.0%0.10%
-1.0%
Q1 2017$294,000
+3.5%
2,205
+0.0%
0.10%
-2.8%
Q4 2016$284,000
+17.4%
2,204
+11.1%
0.11%
+17.6%
Q3 2016$242,000
+21.0%
1,983
+14.5%
0.09%
+16.7%
Q2 2016$200,000
-9.5%
1,732
-12.6%
0.08%
-10.3%
Q1 2016$221,000
+0.9%
1,9810.0%0.09%
+2.4%
Q4 2015$219,000
+49.0%
1,981
+64.7%
0.08%
+80.9%
Q1 2015$147,000
+5.0%
1,2030.0%0.05%
+4.4%
Q4 2014$140,000
+8.5%
1,203
+9.4%
0.04%
+4.7%
Q3 2014$129,000
+174.5%
1,100
+175.0%
0.04%
+186.7%
Q2 2014$47,000
+1466.7%
400
+1639.1%
0.02%
+1400.0%
Q4 2013$3,000230.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders