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

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,012,667
-4.2%
24,072
+1.3%
2.80%
-15.9%
Q2 2023$5,232,275
+4.7%
23,766
+0.3%
3.34%
+1.7%
Q1 2023$4,996,665
+6.3%
23,690
+2.7%
3.28%
+3.0%
Q4 2022$4,700,000
+69.1%
23,061
+56.0%
3.18%
+41.3%
Q3 2022$2,779,000
+18.3%
14,784
+23.9%
2.25%
+14.0%
Q2 2022$2,350,000
-1.2%
11,932
+19.3%
1.98%
+13.9%
Q1 2022$2,378,000
+8.7%
10,000
+16.5%
1.74%
+7.8%
Q4 2021$2,187,0008,5861.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders