Vanguard Small-Cap Growth ETF shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9k | 30 | 297.63 |
| 2025-06-30 | $11k | 39 | 278.64 |
| 2025-03-31 | $20k | 79 | 252.53 |
| 2024-12-31 | $27k | 95 | 280.53 |
| 2024-09-30 | $8.0k | 30 | 267.37 |
| 2024-06-30 | $7.5k | 30 | 250.13 |
| 2024-03-31 | $7.8k | 30 | 260.73 |
| 2023-12-31 | $104k | 430 | 241.77 |
| 2023-09-30 | $118k | 550 | 214.18 |
| 2023-06-30 | $126k | 550 | 229.74 |
| 2023-03-31 | $119k | 550 | 216.41 |
| 2022-12-31 | $115k | 574 | 200.54 |
| 2022-09-30 | $112k | 574 | 195.12 |
| 2022-06-30 | $113k | 574 | 196.86 |
| 2022-03-31 | $145k | 586 | 247.44 |
| 2021-12-31 | $174k | 617 | 282.01 |
| 2021-09-30 | $180k | 642 | 280.37 |
| 2021-06-30 | $460k | 1.6k | 289.86 |
| 2021-03-31 | $469k | 1.7k | 274.43 |
| 2020-12-31 | $441k | 1.6k | 267.43 |
| 2020-09-30 | $389k | 1.8k | 215.15 |
| 2020-06-30 | $365k | 1.8k | 199.56 |
| 2020-03-31 | $320k | 2.1k | 150.52 |
| 2019-12-31 | $1.0M | 5.3k | 198.78 |
| 2019-09-30 | $956k | 5.3k | 181.96 |
| 2019-06-30 | $1.0M | 5.6k | 186.30 |
| 2019-03-31 | $1.0M | 5.6k | 179.77 |
| 2018-12-31 | $937k | 6.2k | 150.57 |
| 2018-09-30 | $1.1M | 5.8k | 187.40 |
| 2018-06-30 | $1.0M | 5.9k | 175.80 |
| 2018-03-31 | $867k | 5.3k | 163.89 |
| 2017-12-31 | $878k | 5.5k | 160.81 |
| 2017-09-30 | $833k | 5.5k | 152.68 |
| 2017-06-30 | $814k | 5.6k | 145.77 |
| 2017-03-31 | $803k | 5.7k | 140.70 |
| 2016-12-31 | $760k | 5.7k | 133.19 |
| 2016-09-30 | $626k | 4.8k | 131.68 |
| 2016-06-30 | $590k | 4.8k | 123.98 |
| 2016-03-31 | $566k | 4.8k | 118.93 |
| 2015-12-31 | $597k | 4.9k | 121.39 |
| 2015-09-30 | $579k | 4.9k | 117.75 |
| 2015-03-31 | $677k | 5.1k | 131.76 |
| 2014-12-31 | $647k | 5.1k | 125.92 |
| 2014-09-30 | $619k | 5.1k | 120.36 |
| 2014-06-30 | $643k | 5.2k | 124.30 |
| 2014-03-31 | $643k | 5.2k | 124.30 |
| 2013-12-31 | $688k | 5.6k | 122.35 |
| 2013-09-30 | $593k | 5.2k | 114.52 |
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