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

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 850 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$103,021
-1.6%
526
+1.9%
0.06%
-13.4%
Q2 2023$104,673
+8.7%
516
+0.2%
0.07%
+6.3%
Q1 2023$96,253
+6.9%
515
+0.2%
0.06%
+3.3%
Q4 2022$90,000
-28.6%
514
-33.1%
0.06%
-40.2%
Q3 2022$126,000
-4.5%
768
+0.4%
0.10%
-8.1%
Q2 2022$132,000
-17.0%
765
+0.3%
0.11%
-4.3%
Q1 2022$159,000
-19.3%
763
-14.5%
0.12%
-20.0%
Q4 2021$197,0008920.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders