Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,723,912,582
-5.1%
8,278,489
+0.4%
2.30%
-4.9%
Q2 2023$1,815,816,256
+7.0%
8,247,712
+2.6%
2.42%
-1.0%
Q1 2023$1,696,311,826
+1.9%
8,042,442
-1.5%
2.44%
-2.4%
Q4 2022$1,664,324,185
+7.7%
8,166,058
-0.7%
2.50%
-6.4%
Q3 2022$1,545,773,000
-3.8%
8,223,071
+0.8%
2.67%
+1.0%
Q2 2022$1,606,324,000
-8.0%
8,155,172
+11.1%
2.65%
-2.1%
Q1 2022$1,746,180,000
-2.9%
7,341,824
+4.0%
2.70%
-6.4%
Q4 2021$1,798,124,000
+8.2%
7,057,831
+0.6%
2.89%
-2.0%
Q3 2021$1,661,353,000
+2.3%
7,017,036
+2.6%
2.95%
+2.3%
Q2 2021$1,623,246,000
+1.4%
6,839,038
-5.5%
2.88%
-10.6%
Q1 2021$1,600,829,000
+5.8%
7,234,442
-1.2%
3.22%
-3.2%
Q4 2020$1,513,638,000
+18.0%
7,320,396
+0.6%
3.33%
-0.5%
Q3 2020$1,282,639,000
+4.8%
7,276,974
-2.5%
3.35%
-5.5%
Q2 2020$1,223,920,000
+25.0%
7,467,032
+0.4%
3.54%
+2.0%
Q1 2020$979,003,000
-28.7%
7,436,403
-3.5%
3.47%
-15.7%
Q4 2019$1,372,986,000
+0.5%
7,705,616
-5.5%
4.12%
-7.4%
Q3 2019$1,366,434,000
-1.6%
8,152,947
-1.8%
4.45%
-4.8%
Q2 2019$1,388,229,000
-4.1%
8,304,794
-7.8%
4.67%
-10.4%
Q1 2019$1,447,531,000
+11.3%
9,004,858
-4.4%
5.22%
-2.2%
Q4 2018$1,301,113,000
-23.7%
9,416,071
-9.3%
5.33%
-15.7%
Q3 2018$1,704,878,000
+1.3%
10,383,567
-2.8%
6.32%
-4.3%
Q2 2018$1,683,583,000
-0.4%
10,679,919
-2.6%
6.61%
-3.9%
Q1 2018$1,690,354,000
+5.6%
10,961,376
+6.0%
6.88%
-0.2%
Q4 2017$1,600,783,000
+14.7%
10,342,312
+8.9%
6.90%
+6.4%
Q3 2017$1,396,065,000
+10.9%
9,497,039
+7.6%
6.48%
+1.8%
Q2 2017$1,258,415,000
+10.2%
8,829,743
+7.6%
6.37%
+2.1%
Q1 2017$1,142,340,000
+15.0%
8,204,111
+8.7%
6.24%
+3.1%
Q4 2016$993,280,000
+7.8%
7,545,997
+6.0%
6.05%
+3.1%
Q3 2016$921,334,000
+10.0%
7,118,730
+5.1%
5.87%
-3.2%
Q2 2016$837,302,000
+9.0%
6,772,641
+6.8%
6.06%
+1.2%
Q1 2016$768,482,000
+10.0%
6,339,037
+9.0%
5.99%
+4.3%
Q4 2015$698,629,000
+10.5%
5,816,576
+7.4%
5.74%
+2.9%
Q3 2015$632,088,000
-11.0%
5,417,742
-2.8%
5.58%
-13.4%
Q2 2015$710,447,000
+1.6%
5,575,198
+5.8%
6.45%
-1.9%
Q1 2015$699,566,000
+15.0%
5,271,786
+7.1%
6.57%
+3.9%
Q4 2014$608,472,000
+15.2%
4,924,503
+9.4%
6.33%
+3.3%
Q3 2014$528,197,000
+4.8%
4,502,577
+6.0%
6.13%
-6.3%
Q2 2014$504,036,000
+14.4%
4,247,376
+9.5%
6.54%
-1.4%
Q1 2014$440,731,000
+14.5%
3,880,355
+10.9%
6.63%
+0.9%
Q4 2013$384,954,000
+24.0%
3,498,949
+15.5%
6.57%
+6.8%
Q3 2013$310,526,000
+22.8%
3,030,062
+14.0%
6.16%
+4.7%
Q2 2013$252,965,0002,658,8675.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders