Vanguard Mid-Cap Growth ETF shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Vanguard Mid-Cap Growth ETF
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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56k | 190 | 293.79 |
| 2025-06-30 | $54k | 190 | 284.39 |
| 2025-03-31 | $47k | 190 | 244.64 |
| 2024-12-31 | $48k | 190 | 253.75 |
| 2024-09-30 | $46k | 190 | 243.47 |
| 2024-06-30 | $44k | 190 | 229.56 |
| 2024-03-31 | $163k | 690 | 235.79 |
| 2023-12-31 | $152k | 690 | 219.57 |
| 2023-09-30 | $164k | 840 | 194.77 |
| 2023-06-30 | $173k | 840 | 205.77 |
| 2023-03-31 | $164k | 840 | 194.89 |
| 2022-12-31 | $151k | 840 | 179.76 |
| 2022-09-30 | $145k | 851 | 170.39 |
| 2022-06-30 | $149k | 851 | 175.09 |
| 2022-03-31 | $190k | 851 | 223.27 |
| 2021-12-31 | $217k | 851 | 254.99 |
| 2021-09-30 | $222k | 941 | 235.92 |
| 2021-06-30 | $230k | 971 | 236.87 |
| 2021-03-31 | $219k | 1.0k | 214.29 |
| 2020-12-31 | $217k | 1.0k | 212.33 |
| 2020-09-30 | $209k | 1.2k | 179.86 |
| 2020-06-30 | $196k | 1.2k | 164.98 |
| 2020-03-31 | $238k | 1.9k | 126.73 |
| 2019-12-31 | $1.2M | 7.4k | 158.83 |
| 2019-09-30 | $1.1M | 7.6k | 148.06 |
| 2019-06-30 | $1.2M | 7.8k | 149.32 |
| 2019-03-31 | $1.1M | 7.8k | 142.73 |
| 2018-12-31 | $979k | 8.2k | 119.71 |
| 2018-09-30 | $1.1M | 8.0k | 142.45 |
| 2018-06-30 | $1.1M | 8.2k | 134.39 |
| 2018-03-31 | $1.1M | 8.2k | 129.58 |
| 2017-12-31 | $1.1M | 8.9k | 127.69 |
| 2017-09-30 | $1.1M | 8.9k | 121.69 |
| 2017-06-30 | $1.1M | 9.6k | 117.69 |
| 2017-03-31 | $1.1M | 9.7k | 112.98 |
| 2016-12-31 | $1.0M | 9.7k | 105.69 |
| 2016-09-30 | $1.0M | 9.8k | 106.37 |
| 2016-06-30 | $1.0M | 10k | 101.90 |
| 2016-03-31 | $1.0M | 10k | 100.30 |
| 2015-12-31 | $1.0M | 10k | 99.74 |
| 2015-09-30 | $980k | 10k | 97.26 |
| 2015-03-31 | $1.1M | 10k | 108.00 |
| 2014-12-31 | $1.0M | 10k | 101.60 |
| 2014-09-30 | $1.0M | 10k | 100.00 |
| 2014-06-30 | $929k | 10k | 92.64 |
| 2014-03-31 | $929k | 10k | 92.64 |
| 2013-12-31 | $968k | 11k | 90.23 |
| 2013-09-30 | $787k | 9.2k | 85.24 |
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