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

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,829 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,712,064
-2.0%
12,438
+2.7%
1.25%
-4.4%
Q1 2024$2,768,540
+4.7%
12,111
-2.3%
1.30%
-3.1%
Q4 2023$2,645,467
+23.2%
12,401
+9.2%
1.35%
+12.1%
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 ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders