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

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,366,044
-5.6%
23,378
-1.9%
3.56%
-17.1%
Q2 2023$6,745,203
+14.8%
23,838
+1.2%
4.30%
+11.5%
Q1 2023$5,873,123
+17.3%
23,545
+0.3%
3.86%
+13.6%
Q4 2022$5,005,000
+46.8%
23,486
+47.3%
3.39%
+22.6%
Q3 2022$3,410,000
+12.4%
15,939
+17.1%
2.77%
+8.3%
Q2 2022$3,035,000
-17.3%
13,615
+6.7%
2.55%
-4.6%
Q1 2022$3,670,000
-7.7%
12,759
+3.0%
2.68%
-8.5%
Q4 2021$3,975,00012,3882.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders