Kathleen S. Wright Associates Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,613,477
+4.5%
24,481
+8.4%
5.38%
-8.3%
Q2 2023$9,198,713
+14.7%
22,586
+5.9%
5.86%
+11.3%
Q1 2023$8,021,092
+11.6%
21,329
+4.3%
5.27%
+8.2%
Q4 2022$7,186,000
+66.7%
20,452
+55.8%
4.87%
+39.3%
Q3 2022$4,310,000
+30.0%
13,128
+37.3%
3.50%
+25.3%
Q2 2022$3,316,000
+19.2%
9,560
+42.7%
2.79%
+37.5%
Q1 2022$2,782,000
+32.3%
6,701
+39.1%
2.03%
+31.2%
Q4 2021$2,103,0004,8171.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders