Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$38,493,239
-4.3%
241,352
-0.8%
0.05%
-5.6%
Q2 2023$40,233,720
+1.3%
243,251
-2.8%
0.05%
-5.3%
Q1 2023$39,714,840
-5.5%
250,156
-5.5%
0.06%
-9.5%
Q4 2022$42,031,688
+25.5%
264,683
+13.3%
0.06%
+8.6%
Q3 2022$33,488,000
-3.3%
233,527
+1.0%
0.06%
+1.8%
Q2 2022$34,632,000
-2.3%
231,155
+14.8%
0.06%
+3.6%
Q1 2022$35,438,000
+14.1%
201,422
+15.9%
0.06%
+10.0%
Q4 2021$31,070,000
+3.4%
173,722
-2.2%
0.05%
-5.7%
Q3 2021$30,057,000
+32.5%
177,577
+36.0%
0.05%
+32.5%
Q2 2021$22,681,000
-21.0%
130,605
-24.7%
0.04%
-31.0%
Q1 2021$28,718,000
+14.1%
173,408
-2.0%
0.06%
+5.5%
Q4 2020$25,167,000
+56.5%
176,973
+21.7%
0.06%
+31.0%
Q3 2020$16,083,000
+4.8%
145,380
+1.3%
0.04%
-4.5%
Q2 2020$15,343,000
+11.4%
143,497
-7.5%
0.04%
-10.2%
Q1 2020$13,769,000
-37.5%
155,055
-3.5%
0.05%
-25.8%
Q4 2019$22,029,000
+6.9%
160,717
+0.5%
0.07%
-1.5%
Q3 2019$20,607,000
+14.7%
159,927
+16.2%
0.07%
+11.7%
Q2 2019$17,964,000
+0.4%
137,614
-0.9%
0.06%
-6.2%
Q1 2019$17,884,000
+11.2%
138,928
-1.5%
0.06%
-3.0%
Q4 2018$16,087,000
-19.0%
141,042
-1.1%
0.07%
-10.8%
Q3 2018$19,870,000
+1.9%
142,580
-0.7%
0.07%
-3.9%
Q2 2018$19,501,000
+4.1%
143,618
-0.8%
0.08%
+1.3%
Q1 2018$18,739,000
+1.7%
144,794
+4.3%
0.08%
-3.8%
Q4 2017$18,434,000
+4.6%
138,826
+0.7%
0.08%
-3.7%
Q3 2017$17,615,000
+4.9%
137,844
+0.9%
0.08%
-3.5%
Q2 2017$16,789,000
+10.2%
136,594
+10.2%
0.08%
+2.4%
Q1 2017$15,231,000
-2.5%
123,969
-3.9%
0.08%
-12.6%
Q4 2016$15,614,000
+0.1%
129,039
-8.4%
0.10%
-4.0%
Q3 2016$15,596,000
+2.0%
140,940
-2.9%
0.10%
-10.8%
Q2 2016$15,290,000
-9.4%
145,193
-12.3%
0.11%
-15.9%
Q1 2016$16,870,000
-33.1%
165,585
-35.1%
0.13%
-36.2%
Q4 2015$25,218,000
-10.3%
255,325
-12.1%
0.21%
-16.5%
Q3 2015$28,120,000
+48.3%
290,348
+65.1%
0.25%
+44.2%
Q2 2015$18,963,000
-2.8%
175,895
-1.3%
0.17%
-6.0%
Q1 2015$19,500,000
+46.8%
178,245
+41.9%
0.18%
+32.6%
Q4 2014$13,283,000
+92.3%
125,587
+81.3%
0.14%
+72.5%
Q3 2014$6,909,000
+267.1%
69,273
+288.3%
0.08%
+233.3%
Q2 2014$1,882,000
-10.8%
17,841
-14.9%
0.02%
-25.0%
Q1 2014$2,110,000
+4.6%
20,970
+1.2%
0.03%
-5.9%
Q4 2013$2,018,000
+45.4%
20,726
+34.7%
0.03%
+21.4%
Q3 2013$1,388,000
+110.0%
15,384
+94.9%
0.03%
+86.7%
Q2 2013$661,0007,8940.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders