RMB Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
RMB Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,650,316
-3.8%
13,4050.0%0.12%0.0%
Q2 2023$3,793,079
+4.5%
13,405
-7.9%
0.12%
-1.6%
Q1 2023$3,629,601
+28.6%
14,551
+9.9%
0.13%
+27.0%
Q4 2022$2,822,642
-0.1%
13,245
+0.3%
0.10%
-4.8%
Q3 2022$2,826,000
-52.0%
13,209
-50.0%
0.10%0.0%
Q2 2022$5,888,000
+55.0%
26,418
+100.0%
0.10%
-12.5%
Q1 2022$3,799,000
-10.4%
13,2090.0%0.12%
-6.2%
Q4 2021$4,239,000
+10.6%
13,209
+0.0%
0.13%
+1.6%
Q3 2021$3,832,000
+1.2%
13,2060.0%0.13%
-0.8%
Q2 2021$3,788,000
+11.6%
13,2060.0%0.13%
+1.6%
Q1 2021$3,394,000
+1.4%
13,2060.0%0.12%
+2.5%
Q4 2020$3,346,000
+11.4%
13,206
+0.1%
0.12%
-6.2%
Q3 2020$3,003,000
+12.6%
13,1950.0%0.13%
+11.1%
Q2 2020$2,667,000
+29.0%
13,1950.0%0.12%
+19.4%
Q1 2020$2,068,000
-14.0%
13,1950.0%0.10%
+46.3%
Q4 2019$2,404,000
+9.6%
13,1950.0%0.07%
+15.5%
Q3 2019$2,194,000
+1.8%
13,1950.0%0.06%
+5.5%
Q2 2019$2,156,000
+4.5%
13,1950.0%0.06%
+5.8%
Q1 2019$2,064,000
+16.9%
13,195
+0.4%
0.05%
+15.6%
Q4 2018$1,766,000
-12.6%
13,145
+4.7%
0.04%
-8.2%
Q3 2018$2,021,000
+7.5%
12,5500.0%0.05%
+8.9%
Q2 2018$1,880,000
+5.6%
12,5500.0%0.04%
-2.2%
Q1 2018$1,781,000
+732.2%
12,550
+725.1%
0.05%
+666.7%
Q4 2017$214,0001,5210.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders