Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 481 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,542,732
+8.2%
105,472
+14.3%
0.03%
+8.0%
Q2 2023$18,981,821
+13.8%
92,248
+7.8%
0.02%
+4.2%
Q1 2023$16,683,896
+8.5%
85,607
+0.0%
0.02%
+4.3%
Q4 2022$15,381,646
+23.4%
85,568
+17.1%
0.02%
+4.5%
Q3 2022$12,461,000
-0.1%
73,068
+2.7%
0.02%
+4.8%
Q2 2022$12,473,000
-19.5%
71,119
+2.2%
0.02%
-12.5%
Q1 2022$15,498,000
+3.1%
69,555
+17.8%
0.02%0.0%
Q4 2021$15,037,000
+10.5%
59,055
+2.5%
0.02%0.0%
Q3 2021$13,613,000
+0.4%
57,611
+0.4%
0.02%0.0%
Q2 2021$13,556,000
-2.3%
57,357
-11.3%
0.02%
-14.3%
Q1 2021$13,881,000
+1.7%
64,686
+0.5%
0.03%
-6.7%
Q4 2020$13,643,000
+18.3%
64,333
+0.5%
0.03%0.0%
Q3 2020$11,528,000
+12.9%
63,994
+3.5%
0.03%0.0%
Q2 2020$10,208,000
+19.3%
61,837
-8.5%
0.03%0.0%
Q1 2020$8,560,000
-26.0%
67,569
-7.2%
0.03%
-14.3%
Q4 2019$11,563,000
+7.8%
72,826
+0.5%
0.04%0.0%
Q3 2019$10,730,000
-0.4%
72,449
+0.4%
0.04%
-2.8%
Q2 2019$10,772,000
+207.7%
72,145
+194.2%
0.04%
+176.9%
Q1 2019$3,501,000
+20.4%
24,521
+0.9%
0.01%
+8.3%
Q4 2018$2,909,000
-16.0%
24,306
+0.1%
0.01%
-7.7%
Q3 2018$3,462,000
+10.5%
24,292
+4.3%
0.01%
+8.3%
Q2 2018$3,132,000
+6.2%
23,301
+2.4%
0.01%0.0%
Q1 2018$2,950,000
-4.0%
22,758
-5.4%
0.01%
-7.7%
Q4 2017$3,074,000
+14.0%
24,069
+8.6%
0.01%0.0%
Q3 2017$2,697,000
+2.7%
22,155
-0.7%
0.01%0.0%
Q2 2017$2,627,000
+21.2%
22,320
+16.3%
0.01%
+8.3%
Q1 2017$2,168,000
+18.9%
19,191
+11.2%
0.01%
+9.1%
Q4 2016$1,824,000
+3.3%
17,257
+4.0%
0.01%0.0%
Q3 2016$1,766,000
+53.0%
16,601
+46.6%
0.01%
+37.5%
Q2 2016$1,154,000
-1.3%
11,324
-2.9%
0.01%
-11.1%
Q1 2016$1,169,000
-17.9%
11,663
-18.3%
0.01%
-25.0%
Q4 2015$1,424,000
+3.1%
14,277
+0.6%
0.01%0.0%
Q3 2015$1,381,000
+45.5%
14,193
+61.5%
0.01%
+33.3%
Q1 2015$949,000
-14.0%
8,790
-19.1%
0.01%
-18.2%
Q4 2014$1,104,000
+43.2%
10,862
+35.6%
0.01%
+22.2%
Q3 2014$771,000
-26.1%
8,011
-26.0%
0.01%
-35.7%
Q2 2014$1,043,000
+5.2%
10,827
+1.2%
0.01%
-6.7%
Q1 2014$991,000
-57.7%
10,696
-58.8%
0.02%
-62.5%
Q4 2013$2,342,000
+208.6%
25,950
+191.5%
0.04%
+166.7%
Q3 2013$759,000
+161.7%
8,903
+139.8%
0.02%
+114.3%
Q2 2013$290,0003,7120.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders