RKL Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$611,087
+19.4%
2,244
+24.0%
0.08%
+23.0%
Q2 2023$511,899
+13.4%
1,8090.0%0.06%
+7.0%
Q1 2023$451,259
+17.0%
1,8090.0%0.06%
+9.6%
Q4 2022$385,535
-0.4%
1,8090.0%0.05%
-7.1%
Q3 2022$387,000
-4.0%
1,8090.0%0.06%
+1.8%
Q2 2022$403,000
-22.9%
1,809
-0.5%
0.06%
-12.7%
Q1 2022$523,000
-10.4%
1,8190.0%0.06%
-8.7%
Q4 2021$584,000
+13.6%
1,819
+2.7%
0.07%
+6.2%
Q3 2021$514,000
+0.6%
1,772
-0.5%
0.06%
+1.6%
Q2 2021$511,000
-51.7%
1,781
-56.8%
0.06%
-54.9%
Q1 2021$1,059,000
+1.4%
4,1210.0%0.14%
-2.7%
Q4 2020$1,044,000
+12.9%
4,121
+1.4%
0.15%
-0.7%
Q3 2020$925,000
+12.7%
4,0640.0%0.15%
+4.3%
Q2 2020$821,000
+29.1%
4,064
+0.1%
0.14%
+6.0%
Q1 2020$636,000
-14.1%
4,0600.0%0.13%0.0%
Q4 2019$740,000
+8.7%
4,060
-1.0%
0.13%
+2.3%
Q3 2019$681,000
-2.6%
4,099
-4.3%
0.13%
+0.8%
Q2 2019$699,000
-11.4%
4,282
-15.2%
0.13%
-16.2%
Q1 2019$789,000
+83.9%
5,047
+57.8%
0.15%
+55.6%
Q4 2018$429,000
-30.9%
3,199
-17.2%
0.10%
-25.0%
Q3 2018$621,000
+9.3%
3,863
+1.7%
0.13%
+3.1%
Q2 2018$568,000
+5.6%
3,7980.0%0.13%
+0.8%
Q1 2018$538,000
+20.9%
3,798
+20.2%
0.13%
+15.5%
Q4 2017$445,000
+43.5%
3,160
+35.0%
0.11%
+26.4%
Q3 2017$310,000
-1.6%
2,340
-5.3%
0.09%
-13.0%
Q2 2017$315,0002,4720.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders