Alpha Omega Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

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 Q4 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders