RKL Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,071,658
-13.3%
33,959
-8.3%
0.86%
-10.4%
Q2 2023$8,156,397
+4.2%
37,048
-0.2%
0.96%
-2.3%
Q1 2023$7,826,057
+2.0%
37,104
-1.4%
0.99%
-3.6%
Q4 2022$7,669,615
+8.9%
37,631
+0.5%
1.02%
+1.0%
Q3 2022$7,042,000
-4.0%
37,462
+0.6%
1.02%
+0.8%
Q2 2022$7,338,000
-17.3%
37,254
-0.2%
1.01%
-5.5%
Q1 2022$8,876,000
-6.6%
37,319
-0.0%
1.07%
-5.6%
Q4 2021$9,508,000
+5.4%
37,321
-2.0%
1.13%
-1.4%
Q3 2021$9,019,000
-2.9%
38,093
-2.7%
1.14%
-2.1%
Q2 2021$9,292,000
+5.4%
39,148
-1.7%
1.17%
-0.8%
Q1 2021$8,812,000
+3.6%
39,813
-3.2%
1.18%
-0.5%
Q4 2020$8,506,000
+11.9%
41,135
-4.6%
1.19%
-2.0%
Q3 2020$7,599,000
+5.0%
43,115
-2.3%
1.21%
-2.4%
Q2 2020$7,235,000
+34.9%
44,141
+8.3%
1.24%
+10.5%
Q1 2020$5,365,000
-23.2%
40,750
+4.0%
1.12%
-10.5%
Q4 2019$6,984,000
-3.0%
39,195
-8.7%
1.25%
-8.5%
Q3 2019$7,198,000
-1.8%
42,952
-2.1%
1.37%
+1.3%
Q2 2019$7,333,000
-0.3%
43,887
-4.1%
1.35%
-6.1%
Q1 2019$7,358,000
+13.2%
45,777
-2.7%
1.44%
-4.0%
Q4 2018$6,502,000
-17.4%
47,059
-1.8%
1.50%
-10.3%
Q3 2018$7,872,000
-7.6%
47,942
-11.3%
1.67%
-13.1%
Q2 2018$8,522,000
+3.7%
54,078
+1.5%
1.92%
-0.9%
Q1 2018$8,217,000
+3.8%
53,290
+4.2%
1.94%
-0.7%
Q4 2017$7,915,000
+23.9%
51,135
+17.7%
1.96%
+9.0%
Q3 2017$6,389,000
+110.6%
43,459
+104.2%
1.80%
+86.6%
Q2 2017$3,033,00021,2850.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders