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

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,147,068
-0.7%
11,356
+4.4%
1.20%
-12.9%
Q2 2023$2,163,086
+4.6%
10,876
-0.3%
1.38%
+1.5%
Q1 2023$2,068,158
+4.5%
10,910
+1.1%
1.36%
+1.2%
Q4 2022$1,980,000
+28.8%
10,787
+20.0%
1.34%
+7.6%
Q3 2022$1,537,000
+10.8%
8,990
+14.2%
1.25%
+6.9%
Q2 2022$1,387,000
+6.4%
7,874
+28.5%
1.17%
+22.8%
Q1 2022$1,303,000
+53.7%
6,130
+63.5%
0.95%
+52.2%
Q4 2021$848,0003,7500.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders