RKL Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$212,756
+5.7%
1,034
+0.1%
0.02%0.0%
Q1 2023$201,288
-35.3%
1,033
-41.7%
0.02%
-41.9%
Q2 2022$311,000
-21.3%
1,773
+0.1%
0.04%
-8.5%
Q1 2022$395,000
-12.4%
1,772
+0.1%
0.05%
-13.0%
Q4 2021$451,000
+5.6%
1,771
-1.9%
0.05%0.0%
Q3 2021$427,0000.0%1,8050.0%0.05%0.0%
Q2 2021$427,000
+1.4%
1,805
-8.0%
0.05%
-3.6%
Q1 2021$421,000
+1.2%
1,9610.0%0.06%
-3.4%
Q4 2020$416,000
+12.4%
1,961
-4.5%
0.06%
-1.7%
Q3 2020$370,000
+7.9%
2,053
-1.3%
0.06%0.0%
Q2 2020$343,000
+30.4%
2,0790.0%0.06%
+7.3%
Q1 2020$263,000
-25.7%
2,079
-6.6%
0.06%
-12.7%
Q4 2019$354,000
-3.8%
2,227
-10.6%
0.06%
-10.0%
Q3 2019$368,000
-24.1%
2,491
-23.3%
0.07%
-21.3%
Q2 2019$485,000
-9.9%
3,248
-14.0%
0.09%
-15.2%
Q1 2019$538,000
+19.3%
3,7770.0%0.10%
+1.0%
Q4 2018$451,000
-26.5%
3,777
-12.3%
0.10%
-20.0%
Q3 2018$614,000
-3.3%
4,308
-8.6%
0.13%
-9.1%
Q2 2018$635,000
+3.1%
4,711
-1.0%
0.14%
-2.1%
Q1 2018$616,000
-17.6%
4,759
-18.5%
0.15%
-21.1%
Q4 2017$748,000
-2.1%
5,841
-6.8%
0.18%
-14.0%
Q3 2017$764,000
-4.0%
6,265
-7.2%
0.22%
-15.0%
Q2 2017$796,0006,7510.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders