Vanguard Small-Cap ETF shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $857k | 3.4k | 254.28 |
| 2025-06-30 | $813k | 3.4k | 236.98 |
| 2025-03-31 | $761k | 3.4k | 221.75 |
| 2024-12-31 | $929k | 3.9k | 240.28 |
| 2024-09-30 | $822k | 3.5k | 237.21 |
| 2024-06-30 | $756k | 3.5k | 218.04 |
| 2024-03-31 | $870k | 3.8k | 228.59 |
| 2023-12-31 | $693k | 3.3k | 213.33 |
| 2023-09-30 | $626k | 3.3k | 189.07 |
| 2023-06-30 | $658k | 3.3k | 198.89 |
| 2023-03-31 | $627k | 3.3k | 189.56 |
| 2022-12-31 | $608k | 3.3k | 183.54 |
| 2022-09-30 | $560k | 3.3k | 170.99 |
| 2022-06-30 | $578k | 3.3k | 176.11 |
| 2022-03-31 | $697k | 3.3k | 212.37 |
| 2021-12-31 | $742k | 3.3k | 226.08 |
| 2021-09-30 | $719k | 3.3k | 218.74 |
| 2021-06-30 | $715k | 3.2k | 225.41 |
| 2021-03-31 | $1.1M | 4.9k | 214.07 |
| 2020-12-31 | $1.2M | 6.0k | 194.76 |
| 2020-09-30 | $923k | 6.0k | 153.86 |
| 2020-06-30 | $983k | 6.7k | 145.65 |
| 2020-03-31 | $751k | 6.5k | 115.43 |
| 2019-12-31 | $1.1M | 6.6k | 165.59 |
| 2019-09-30 | $893k | 5.8k | 153.94 |
| 2019-06-30 | $902k | 5.8k | 156.71 |
| 2019-03-31 | $1.0M | 6.8k | 152.77 |
| 2018-12-31 | $774k | 5.9k | 131.99 |
| 2018-09-30 | $994k | 6.1k | 162.66 |
| 2018-06-30 | $963k | 6.2k | 155.67 |
| 2018-03-31 | $620k | 4.2k | 146.88 |
| 2017-12-31 | $546k | 3.7k | 147.77 |
| 2017-09-30 | $439k | 3.1k | 141.34 |
| 2017-06-30 | $299k | 2.2k | 135.60 |
| 2017-03-31 | $294k | 2.2k | 133.33 |
| 2016-12-31 | $284k | 2.2k | 128.86 |
| 2016-09-30 | $242k | 2.0k | 122.04 |
| 2016-06-30 | $200k | 1.7k | 115.47 |
| 2016-03-31 | $221k | 2.0k | 111.56 |
| 2015-12-31 | $219k | 2.0k | 110.55 |
| 2015-03-31 | $147k | 1.2k | 122.19 |
| 2014-12-31 | $140k | 1.2k | 116.38 |
| 2014-09-30 | $129k | 1.1k | 117.27 |
| 2014-06-30 | $47k | 400 | 117.50 |
| 2013-12-31 | $3.0k | 23 | 130.43 |
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