OPTIMUM INVESTMENT ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$510,023
+11.7%
2,1500.0%0.26%
+9.8%
Q3 2023$456,682
-5.4%
2,150
-1.9%
0.23%
-0.8%
Q2 2023$482,854
+7.9%
2,1920.0%0.24%
+0.9%
Q1 2023$447,387
+6.8%
2,1920.0%0.23%
+3.1%
Q4 2022$419,088
+6.6%
2,1920.0%0.23%
+7.6%
Q3 2022$393,000
-4.8%
2,1920.0%0.21%
+1.9%
Q2 2022$413,000
-17.2%
2,1920.0%0.21%
-1.4%
Q1 2022$499,000
-5.7%
2,1920.0%0.21%
+1.9%
Q4 2021$529,000
+8.6%
2,192
-0.0%
0.21%
+0.5%
Q3 2021$487,000
-0.4%
2,1930.0%0.20%
+34.0%
Q2 2021$489,000
+7.9%
2,1930.0%0.15%
+15.0%
Q1 2021$453,000
+6.1%
2,1930.0%0.13%
+2.3%
Q4 2020$427,000
+14.5%
2,193
+0.0%
0.13%
+4.0%
Q3 2020$373,000
+8.7%
2,1920.0%0.12%
+5.0%
Q2 2020$343,000
+21.2%
2,1920.0%0.12%
+2.6%
Q1 2020$283,000
-23.1%
2,192
-2.5%
0.12%
+6.4%
Q4 2019$368,000
-20.9%
2,248
-27.0%
0.11%
-25.9%
Q3 2019$465,000
+28.1%
3,078
+27.3%
0.15%
+24.6%
Q2 2019$363,000
+3.7%
2,4180.0%0.12%
+2.6%
Q1 2019$350,000
+13.3%
2,4180.0%0.12%
+8.5%
Q4 2018$309,000
-14.6%
2,4180.0%0.11%
+6.0%
Q3 2018$362,000
+6.5%
2,4180.0%0.10%
+2.0%
Q2 2018$340,000
+3.0%
2,418
-0.4%
0.10%
+1.0%
Q1 2018$330,000
-0.9%
2,4280.0%0.10%
-8.5%
Q4 2017$333,000
+6.1%
2,4280.0%0.11%
+1.0%
Q3 2017$314,000
+4.0%
2,4280.0%0.10%0.0%
Q2 2017$302,000
+2.4%
2,4280.0%0.10%0.0%
Q1 2017$295,000
+5.4%
2,428
+0.0%
0.10%0.0%
Q4 2016$280,000
+3.7%
2,4270.0%0.10%
+4.0%
Q3 2016$270,000
+3.8%
2,4270.0%0.10%0.0%
Q2 2016$260,000
-28.0%
2,427
-29.6%
0.10%
-28.9%
Q1 2016$361,000
+0.6%
3,446
+0.0%
0.14%
+2.2%
Q4 2015$359,000
+147.6%
3,445
+155.2%
0.14%
+202.2%
Q1 2015$145,000
+1.4%
1,350
+0.1%
0.05%0.0%
Q4 2014$143,000
+1.4%
1,3490.0%0.05%
-2.1%
Q3 2014$141,000
+14.6%
1,349
+11.6%
0.05%
+17.5%
Q2 2014$123,000
+1018.2%
1,209
+989.2%
0.04%
+900.0%
Q1 2014$11,0000.0%1110.0%0.00%0.0%
Q4 2013$11,000
+10.0%
1110.0%0.00%0.0%
Q3 2013$10,0001110.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders