Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,038,801
-5.0%
313,369
+0.3%
0.06%
-5.2%
Q2 2023$43,218,359
+0.7%
312,317
-2.5%
0.06%
-6.5%
Q1 2023$42,924,903
-10.2%
320,168
-9.4%
0.06%
-13.9%
Q4 2022$47,817,762
+9.9%
353,577
-1.0%
0.07%
-4.0%
Q3 2022$43,495,000
-8.9%
357,187
-3.2%
0.08%
-5.1%
Q2 2022$47,769,000
-14.0%
368,809
-0.6%
0.08%
-8.1%
Q1 2022$55,521,000
+10.4%
370,954
+10.9%
0.09%
+6.2%
Q4 2021$50,287,000
+9.7%
334,510
+1.8%
0.08%0.0%
Q3 2021$45,854,000
+1.2%
328,447
+1.9%
0.08%
+1.2%
Q2 2021$45,289,000
-37.8%
322,342
-40.3%
0.08%
-45.6%
Q1 2021$72,770,000
+6.2%
539,559
-6.3%
0.15%
-2.6%
Q4 2020$68,524,000
+97.0%
576,026
+67.8%
0.15%
+65.9%
Q3 2020$34,792,000
-36.1%
343,214
-39.7%
0.09%
-42.4%
Q2 2020$54,452,000
+101.1%
568,992
+70.8%
0.16%
+64.6%
Q1 2020$27,074,000
-34.3%
333,058
-3.7%
0.10%
-22.6%
Q4 2019$41,239,000
+5.9%
345,993
+0.4%
0.12%
-2.4%
Q3 2019$38,947,000
-0.2%
344,663
-1.7%
0.13%
-3.1%
Q2 2019$39,039,000
+21.8%
350,625
+18.1%
0.13%
+13.9%
Q1 2019$32,042,000
+14.6%
297,012
+1.2%
0.12%0.0%
Q4 2018$27,951,000
-14.2%
293,421
+1.8%
0.12%
-5.0%
Q3 2018$32,580,000
-1.4%
288,140
-3.7%
0.12%
-6.9%
Q2 2018$33,059,000
+1.0%
299,284
+0.0%
0.13%
-2.3%
Q1 2018$32,735,000
-3.6%
299,251
-1.7%
0.13%
-8.9%
Q4 2017$33,960,000
+1.8%
304,386
-3.6%
0.15%
-5.8%
Q3 2017$33,364,000
+3.8%
315,824
+1.1%
0.16%
-4.9%
Q2 2017$32,135,000
+0.2%
312,383
-0.7%
0.16%
-6.9%
Q1 2017$32,070,000
+3.7%
314,650
-1.1%
0.18%
-6.9%
Q4 2016$30,932,000
+5.2%
318,259
+1.3%
0.19%
+0.5%
Q3 2016$29,391,000
+76.3%
314,114
+67.8%
0.19%
+54.5%
Q2 2016$16,672,000
+391.9%
187,156
+381.1%
0.12%
+365.4%
Q1 2016$3,389,000
-5.8%
38,900
-7.0%
0.03%
-13.3%
Q4 2015$3,597,000
+6.5%
41,850
+3.1%
0.03%0.0%
Q3 2015$3,379,000
+15.2%
40,590
+25.4%
0.03%
+11.1%
Q2 2015$2,932,000
+4.5%
32,376
+6.0%
0.03%
+3.8%
Q1 2015$2,807,000
-8.4%
30,543
-10.8%
0.03%
-18.8%
Q4 2014$3,063,000
+100.7%
34,255
+90.6%
0.03%
+77.8%
Q3 2014$1,526,000
+16.8%
17,972
+19.6%
0.02%
+5.9%
Q2 2014$1,306,000
+16.9%
15,022
+11.4%
0.02%0.0%
Q1 2014$1,117,000
+15.0%
13,482
+10.8%
0.02%0.0%
Q4 2013$971,000
+13.7%
12,167
+4.3%
0.02%0.0%
Q3 2013$854,000
+1.1%
11,663
-5.2%
0.02%
-15.0%
Q2 2013$845,00012,3010.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders