RKL Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 628 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.47 and the average weighting 2.7%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,200,670
+2.5%
8,150
+6.3%
0.39%
+6.2%
Q2 2023$3,122,084
+14.0%
7,666
+5.3%
0.37%
+6.6%
Q1 2023$2,738,051
+7.2%
7,281
+0.1%
0.35%
+1.2%
Q4 2022$2,555,267
+22.0%
7,272
+14.0%
0.34%
+13.2%
Q3 2022$2,094,000
-5.2%
6,377
+0.2%
0.30%
-0.3%
Q2 2022$2,208,000
-12.5%
6,367
+4.8%
0.30%0.0%
Q1 2022$2,523,000
+5.9%
6,077
+11.4%
0.30%
+7.1%
Q4 2021$2,382,000
+11.3%
5,455
+0.5%
0.28%
+4.0%
Q3 2021$2,141,000
+1.8%
5,429
+1.6%
0.27%
+2.6%
Q2 2021$2,103,000
+8.3%
5,343
+0.3%
0.26%
+1.9%
Q1 2021$1,941,000
-5.9%
5,329
-11.2%
0.26%
-9.4%
Q4 2020$2,062,000
+9.7%
6,001
-1.8%
0.29%
-4.0%
Q3 2020$1,880,000
+8.9%
6,112
+0.4%
0.30%
+1.0%
Q2 2020$1,726,000
+34.6%
6,090
+12.5%
0.30%
+10.4%
Q1 2020$1,282,000
-19.5%
5,414
+0.5%
0.27%
-6.3%
Q4 2019$1,593,000
+13.7%
5,387
+4.9%
0.29%
+7.5%
Q3 2019$1,401,000
-20.2%
5,137
-21.3%
0.27%
-17.9%
Q2 2019$1,755,000
+1.3%
6,526
-2.2%
0.32%
-4.4%
Q1 2019$1,732,000
-2.8%
6,671
-14.0%
0.34%
-17.5%
Q4 2018$1,782,000
-14.3%
7,758
-0.4%
0.41%
-7.0%
Q3 2018$2,079,000
+6.7%
7,788
-0.3%
0.44%
+0.5%
Q2 2018$1,949,000
+3.3%
7,812
+0.2%
0.44%
-1.3%
Q1 2018$1,887,000
+4.3%
7,797
+5.8%
0.45%
-0.2%
Q4 2017$1,810,000
+4.6%
7,368
-1.8%
0.45%
-8.0%
Q3 2017$1,731,000
+22.9%
7,502
+18.2%
0.49%
+8.7%
Q2 2017$1,409,000
+580.7%
6,348
+529.8%
0.45%
+347.0%
Q4 2016$207,0001,0080.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders