RKL Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$476,040
+0.3%
2,223
+7.5%
0.06%
+3.6%
Q2 2023$474,777
+4.2%
2,067
-1.9%
0.06%
-3.4%
Q1 2023$455,669
+7.9%
2,106
+0.0%
0.06%
+3.6%
Q4 2022$422,254
+2.7%
2,105
-0.0%
0.06%
-5.1%
Q3 2022$411,000
-1.0%
2,1060.0%0.06%
+3.5%
Q2 2022$415,000
-21.0%
2,106
-0.5%
0.06%
-9.5%
Q1 2022$525,000
-11.9%
2,1170.0%0.06%
-11.3%
Q4 2021$596,000
-2.3%
2,117
-2.7%
0.07%
-7.8%
Q3 2021$610,000
-3.3%
2,1760.0%0.08%
-2.5%
Q2 2021$631,000
+5.5%
2,1760.0%0.08%
-1.2%
Q1 2021$598,000
+2.6%
2,1760.0%0.08%
-1.2%
Q4 2020$583,000
+24.6%
2,1760.0%0.08%
+9.5%
Q3 2020$468,000
+7.8%
2,1760.0%0.07%0.0%
Q2 2020$434,000
+32.7%
2,1760.0%0.07%
+8.8%
Q1 2020$327,000
-24.3%
2,1760.0%0.07%
-11.7%
Q4 2019$432,000
-0.2%
2,176
-8.3%
0.08%
-6.1%
Q3 2019$433,000
-2.0%
2,3740.0%0.08%
+1.2%
Q2 2019$442,000
-1.8%
2,374
-5.3%
0.08%
-8.0%
Q1 2019$450,000
+22.6%
2,507
+3.0%
0.09%
+3.5%
Q4 2018$367,000
-24.9%
2,435
-6.8%
0.08%
-18.3%
Q3 2018$489,000
+6.3%
2,612
-0.3%
0.10%0.0%
Q2 2018$460,000
+7.0%
2,620
+0.0%
0.10%
+2.0%
Q1 2018$430,000
-13.8%
2,619
-15.6%
0.10%
-17.1%
Q4 2017$499,000
-6.7%
3,102
-11.4%
0.12%
-18.0%
Q3 2017$535,000
+4.9%
3,501
+0.1%
0.15%
-7.4%
Q2 2017$510,0003,4980.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders