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 ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders