Alpha Omega Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Alpha Omega Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,401,099
+5.7%
41,242
+11.7%
0.93%
+7.9%
Q2 2023$5,108,470
+2.6%
36,916
-0.6%
0.86%
+0.3%
Q1 2023$4,980,316
+2.2%
37,147
+3.1%
0.86%
-0.6%
Q4 2022$4,871,654
+13.3%
36,022
+2.1%
0.86%
+5.4%
Q3 2022$4,298,000
+11.2%
35,298
+18.3%
0.82%
+19.0%
Q2 2022$3,866,000
+23.7%
29,849
+43.0%
0.69%
+39.7%
Q1 2022$3,125,000
+11.0%
20,879
+13.1%
0.49%
+14.1%
Q4 2021$2,816,000
+17.9%
18,457
+7.8%
0.43%
+10.7%
Q3 2021$2,389,000
+5.8%
17,114
+6.5%
0.39%
+5.4%
Q2 2021$2,258,000
+12.7%
16,069
+8.2%
0.37%
+5.7%
Q1 2021$2,004,000
+28.3%
14,856
+13.1%
0.35%
+33.0%
Q4 2020$1,562,000
+20.2%
13,131
+2.5%
0.26%
+44.3%
Q3 2020$1,299,000
+9.7%
12,813
+3.6%
0.18%
+1.7%
Q2 2020$1,184,000
+18.3%
12,372
+0.5%
0.18%
-2.2%
Q1 2020$1,001,000
-28.3%
12,313
+5.1%
0.18%
-17.9%
Q4 2019$1,397,000
+9.8%
11,717
+7.1%
0.22%
+8.7%
Q3 2019$1,272,000
+42.4%
10,940
+36.4%
0.21%
-45.6%
Q2 2019$893,000
+9.3%
8,020
+5.9%
0.38%
+3.3%
Q1 2019$817,000
+102.2%
7,573
+78.6%
0.37%
+80.8%
Q4 2018$404,000
-17.6%
4,241
-2.1%
0.20%
-7.7%
Q3 2018$490,000
+146.2%
4,333
+140.5%
0.22%
+124.5%
Q2 2018$199,000
+3216.7%
1,802
+3237.0%
0.10%
+3166.7%
Q1 2018$6,0000.0%540.0%0.00%0.0%
Q4 2017$6,0000.0%540.0%0.00%0.0%
Q3 2017$6,0000.0%540.0%0.00%0.0%
Q2 2017$6,0000.0%540.0%0.00%0.0%
Q1 2017$6,000540.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders