Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 497 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$24,087,086
-6.7%
96,298
-2.8%
0.03%
-10.3%
Q1 2024$25,828,533
-0.1%
99,066
-7.4%
0.03%
-39.6%
Q4 2023$25,863,845
+1.3%
106,977
-10.2%
0.05%
+41.2%
Q3 2023$25,525,305
-7.7%
119,177
-1.0%
0.03%
-8.1%
Q2 2023$27,646,595
+15.0%
120,339
+8.3%
0.04%
+5.7%
Q1 2023$24,047,667
+10.3%
111,121
+2.2%
0.04%
+6.1%
Q4 2022$21,806,805
+19.4%
108,740
+16.2%
0.03%
+3.1%
Q3 2022$18,259,000
+4.3%
93,574
+5.3%
0.03%
+10.3%
Q2 2022$17,508,000
+14.6%
88,858
+44.3%
0.03%
+20.8%
Q1 2022$15,282,000
+28.5%
61,590
+45.9%
0.02%
+26.3%
Q4 2021$11,896,000
+3.7%
42,216
+3.1%
0.02%
-5.0%
Q3 2021$11,477,000
-5.4%
40,966
-2.1%
0.02%
-9.1%
Q2 2021$12,130,000
-7.9%
41,860
-12.7%
0.02%
-18.5%
Q1 2021$13,175,000
+3.0%
47,971
+0.4%
0.03%
-3.6%
Q4 2020$12,792,000
+31.7%
47,794
+5.8%
0.03%
+12.0%
Q3 2020$9,711,000
+70.0%
45,181
+57.8%
0.02%
+47.1%
Q2 2020$5,714,000
+30.3%
28,626
-1.9%
0.02%
+6.2%
Q1 2020$4,385,000
-39.0%
29,173
-19.4%
0.02%
-27.3%
Q4 2019$7,188,000
+14.1%
36,173
+4.5%
0.02%
+4.8%
Q3 2019$6,299,000
+2.9%
34,605
+5.3%
0.02%0.0%
Q2 2019$6,121,000
+21.2%
32,871
+16.9%
0.02%
+16.7%
Q1 2019$5,052,000
+20.8%
28,112
+1.2%
0.02%
+5.9%
Q4 2018$4,183,000
-13.0%
27,774
+8.2%
0.02%
-5.6%
Q3 2018$4,807,000
+10.8%
25,660
+4.0%
0.02%
+5.9%
Q2 2018$4,338,000
+8.6%
24,675
+1.2%
0.02%
+6.2%
Q1 2018$3,996,000
+12.2%
24,371
+10.0%
0.02%
+6.7%
Q4 2017$3,562,000
+20.6%
22,146
+14.4%
0.02%
+7.1%
Q3 2017$2,954,000
+1.4%
19,352
-3.2%
0.01%
-6.7%
Q2 2017$2,912,000
-2.3%
19,983
-5.7%
0.02%
-6.2%
Q1 2017$2,980,000
+20.4%
21,181
+13.9%
0.02%
+6.7%
Q4 2016$2,476,000
+4.8%
18,595
+3.7%
0.02%0.0%
Q3 2016$2,362,000
+55.7%
17,926
+46.4%
0.02%
+36.4%
Q2 2016$1,517,000
-7.9%
12,244
-11.5%
0.01%
-15.4%
Q1 2016$1,647,000
-20.6%
13,842
-18.9%
0.01%
-23.5%
Q4 2015$2,074,000
+8.3%
17,073
+5.0%
0.02%0.0%
Q3 2015$1,915,000
+22.5%
16,256
+39.6%
0.02%
+21.4%
Q2 2015$1,563,000
+0.3%
11,644
-1.6%
0.01%
-6.7%
Q1 2015$1,559,000
+18.0%
11,831
+12.8%
0.02%
+7.1%
Q4 2014$1,321,000
+6.4%
10,487
+1.6%
0.01%0.0%
Q3 2014$1,242,000
+23.7%
10,320
+31.0%
0.01%
+7.7%
Q2 2014$1,004,000
+6.7%
7,880
+4.0%
0.01%
-7.1%
Q1 2014$941,000
-0.1%
7,577
-1.7%
0.01%
-12.5%
Q4 2013$942,000
+2.2%
7,705
-4.3%
0.02%
-11.1%
Q3 2013$922,000
+19.6%
8,054
+7.5%
0.02%0.0%
Q2 2013$771,0007,4930.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Bell Rock Capital LLC 95,982$18,911,00014.71%
Jentner Corp 96,828$19,078,00014.49%
Bromfield Sneider Wealth Advisors 55,730$10,980,00013.35%
Radnor Financial Advisors, LLC 156,883$30,911,00010.64%
American Financial Advisors, LLC 172,831$34,053,0009.04%
BHK Investment Advisors, LLC 93,368$18,396,0008.27%
BALASA DINVERNO & FOLTZ LLC 525,889$103,616,0006.52%
Bishop & Co Investment Management, LLC 60,581$11,936,0005.95%
Summit Financial Strategies, Inc. 126,846$24,992,0005.85%
WP Advisors, LLC 64,008$12,611,0005.48%
View complete list of VANGUARD INDEX FDS shareholders