Alpha Omega Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Alpha Omega Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,351,413
-10.0%
11,070
-6.7%
0.40%
-8.2%
Q2 2023$2,612,664
-1.3%
11,861
-8.5%
0.44%
-3.5%
Q1 2023$2,646,889
+6.0%
12,969
-0.7%
0.46%
+3.2%
Q4 2022$2,495,908
+6.5%
13,055
-0.0%
0.44%
-1.1%
Q3 2022$2,344,000
-5.7%
13,061
-0.9%
0.45%
+0.9%
Q2 2022$2,486,000
-16.9%
13,181
+0.3%
0.44%
-6.1%
Q1 2022$2,991,000
-7.5%
13,137
-4.5%
0.47%
-4.8%
Q4 2021$3,232,000
-4.9%
13,759
-10.1%
0.50%
-10.6%
Q3 2021$3,398,000
-3.0%
15,300
-2.7%
0.56%
-3.3%
Q2 2021$3,503,000
+6.9%
15,720
-0.8%
0.58%
+0.3%
Q1 2021$3,276,000
+4.6%
15,849
-1.5%
0.57%
+8.1%
Q4 2020$3,133,000
+14.1%
16,094
-0.2%
0.53%
+37.0%
Q3 2020$2,745,000
+4.9%
16,119
-3.6%
0.39%
-2.8%
Q2 2020$2,618,000
+13.2%
16,723
-6.8%
0.40%
-6.6%
Q1 2020$2,313,000
-21.2%
17,945
+0.1%
0.43%
-9.6%
Q4 2019$2,935,000
+2.8%
17,935
-1.3%
0.47%
+1.5%
Q3 2019$2,856,000
+0.5%
18,172
-4.1%
0.46%
-61.6%
Q2 2019$2,843,000
+1.4%
18,944
-2.3%
1.21%
-4.1%
Q1 2019$2,805,000
+9.5%
19,385
-3.4%
1.26%
-2.3%
Q4 2018$2,561,000
-16.1%
20,067
-1.7%
1.29%
-5.9%
Q3 2018$3,054,000
+3.5%
20,411
-2.8%
1.37%
-5.3%
Q2 2018$2,950,000
-4.1%
21,006
-7.3%
1.45%
-6.3%
Q1 2018$3,076,000
-4.0%
22,665
-2.9%
1.54%
-1.7%
Q4 2017$3,205,000
+3.9%
23,351
-2.0%
1.57%
+2.0%
Q3 2017$3,085,000
+2.5%
23,816
-1.6%
1.54%
-0.5%
Q2 2017$3,011,000
+2.2%
24,192
-0.4%
1.55%
-1.4%
Q1 2017$2,945,000
+4.7%
24,277
-0.5%
1.57%
+5.6%
Q4 2016$2,813,00024,3971.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders