Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,453,882,811
-12.1%
19,216,004
-3.0%
1.94%
-12.0%
Q2 2023$1,654,947,510
-0.5%
19,805,499
-1.1%
2.20%
-8.0%
Q1 2023$1,663,661,717
-3.2%
20,034,462
-3.8%
2.40%
-7.3%
Q4 2022$1,718,146,616
+2.1%
20,831,070
-0.7%
2.58%
-11.2%
Q3 2022$1,682,539,000
-11.2%
20,987,142
+1.0%
2.91%
-6.7%
Q2 2022$1,894,126,000
-12.9%
20,789,433
+3.6%
3.12%
-7.4%
Q1 2022$2,174,719,000
-2.6%
20,067,534
+4.2%
3.37%
-6.1%
Q4 2021$2,233,674,000
+21.7%
19,254,154
+6.8%
3.59%
+10.2%
Q3 2021$1,835,432,000
+7.2%
18,033,329
+7.2%
3.26%
+7.1%
Q2 2021$1,712,694,000
+17.3%
16,825,758
+5.9%
3.04%
+3.4%
Q1 2021$1,459,869,000
+21.2%
15,892,331
+12.0%
2.94%
+10.9%
Q4 2020$1,204,854,000
+22.2%
14,186,432
+13.6%
2.65%
+3.0%
Q3 2020$986,163,000
+8.2%
12,489,404
+7.6%
2.58%
-2.4%
Q2 2020$911,336,000
+27.2%
11,604,941
+13.2%
2.64%
+3.8%
Q1 2020$716,295,000
-22.7%
10,254,767
+2.6%
2.54%
-8.7%
Q4 2019$927,133,000
+6.0%
9,991,733
+6.5%
2.78%
-2.3%
Q3 2019$874,990,000
+15.1%
9,383,259
+7.9%
2.85%
+11.4%
Q2 2019$760,044,000
+12.2%
8,696,165
+11.5%
2.56%
+4.7%
Q1 2019$677,641,000
+30.0%
7,797,048
+11.5%
2.44%
+14.3%
Q4 2018$521,374,000
-0.4%
6,991,736
+7.8%
2.14%
+10.0%
Q3 2018$523,448,000
+15.7%
6,487,953
+16.8%
1.94%
+9.3%
Q2 2018$452,451,000
+29.8%
5,554,959
+20.3%
1.78%
+25.2%
Q1 2018$348,633,000
+39.5%
4,619,490
+53.4%
1.42%
+31.8%
Q4 2017$249,950,000
+25.3%
3,012,173
+25.4%
1.08%
+16.2%
Q3 2017$199,539,000
+4.2%
2,401,476
+4.4%
0.93%
-4.3%
Q2 2017$191,541,000
+3.6%
2,301,349
+2.8%
0.97%
-4.1%
Q1 2017$184,966,000
+8.8%
2,239,575
+8.7%
1.01%
-2.4%
Q4 2016$169,964,000
-0.2%
2,059,415
+4.9%
1.04%
-4.6%
Q3 2016$170,356,000
-1.0%
1,963,977
+1.2%
1.08%
-12.9%
Q2 2016$172,028,000
+6.0%
1,940,097
+0.1%
1.24%
-1.7%
Q1 2016$162,344,000
+7.6%
1,937,278
+2.3%
1.27%
+2.0%
Q4 2015$150,922,000
+5.6%
1,892,916
+0.0%
1.24%
-1.7%
Q3 2015$142,948,000
+4.6%
1,892,342
+3.4%
1.26%
+1.8%
Q2 2015$136,626,000
-63.6%
1,829,243
-58.9%
1.24%
-64.8%
Q1 2015$375,094,000
+1.6%
4,448,982
-2.4%
3.52%
-8.2%
Q4 2014$369,099,000
+32.8%
4,556,780
+17.8%
3.84%
+19.1%
Q3 2014$277,927,000
+19.3%
3,868,154
+24.3%
3.22%
+6.7%
Q2 2014$232,953,000
+8.6%
3,112,674
+2.5%
3.02%
-6.4%
Q1 2014$214,470,000
+20.6%
3,036,958
+10.2%
3.23%
+6.3%
Q4 2013$177,906,000
+14.2%
2,755,664
+17.0%
3.04%
-1.6%
Q3 2013$155,741,000
+8.5%
2,354,712
+12.7%
3.09%
-7.5%
Q2 2013$143,528,0002,088,5913.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders