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

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders