Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,540,479,792
-1.0%
12,982,165
+2.5%
3.39%
-0.9%
Q2 2023$2,567,043,368
+9.4%
12,663,000
+0.8%
3.42%
+1.2%
Q1 2023$2,346,711,802
+6.4%
12,562,025
-0.8%
3.38%
+1.9%
Q4 2022$2,206,263,644
+10.0%
12,665,119
+3.3%
3.32%
-4.3%
Q3 2022$2,005,356,000
+3.0%
12,260,677
+8.5%
3.47%
+8.1%
Q2 2022$1,947,549,000
+0.1%
11,299,968
+21.1%
3.21%
+6.4%
Q1 2022$1,946,053,000
+5.1%
9,334,038
+11.4%
3.01%
+1.3%
Q4 2021$1,852,047,000
+14.0%
8,379,546
+3.6%
2.98%
+3.2%
Q3 2021$1,624,747,000
-5.6%
8,086,539
-5.7%
2.88%
-5.7%
Q2 2021$1,721,230,000
+27.7%
8,573,999
+17.9%
3.06%
+12.5%
Q1 2021$1,347,992,000
+6.4%
7,274,649
+1.0%
2.72%
-2.5%
Q4 2020$1,266,394,000
+14.1%
7,206,067
+1.6%
2.79%
-3.8%
Q3 2020$1,109,608,000
+10.2%
7,092,867
+0.7%
2.90%
-0.6%
Q2 2020$1,006,976,000
+38.1%
7,041,792
+14.3%
2.91%
+12.6%
Q1 2020$729,405,000
+7.2%
6,158,957
+33.8%
2.59%
+26.6%
Q4 2019$680,524,000
+7.2%
4,603,108
-1.1%
2.04%
-1.2%
Q3 2019$634,841,000
+5.2%
4,656,647
+3.9%
2.07%
+1.8%
Q2 2019$603,739,000
+2.2%
4,481,436
-1.5%
2.03%
-4.6%
Q1 2019$590,515,000
+11.3%
4,549,421
-1.5%
2.13%
-2.2%
Q4 2018$530,652,000
+8.6%
4,619,991
+26.3%
2.18%
+20.0%
Q3 2018$488,502,000
+4.7%
3,658,916
-2.1%
1.81%
-1.0%
Q2 2018$466,360,000
-0.7%
3,738,059
-3.5%
1.83%
-4.2%
Q1 2018$469,454,000
+6.5%
3,873,062
+7.7%
1.91%
+0.6%
Q4 2017$440,879,000
+4.6%
3,596,660
-1.6%
1.90%
-3.0%
Q3 2017$421,661,000
+0.6%
3,653,908
-3.2%
1.96%
-7.7%
Q2 2017$418,981,000
-0.9%
3,773,917
-3.5%
2.12%
-8.2%
Q1 2017$422,872,000
+3.5%
3,912,224
-2.0%
2.31%
-7.2%
Q4 2016$408,620,000
-2.1%
3,991,598
-5.2%
2.49%
-6.4%
Q3 2016$417,423,000
-0.9%
4,209,589
-4.2%
2.66%
-12.9%
Q2 2016$421,328,000
-1.1%
4,395,698
-3.0%
3.05%
-8.2%
Q1 2016$426,069,000
-1.0%
4,532,170
-1.5%
3.32%
-6.1%
Q4 2015$430,239,000
+1.3%
4,601,484
-4.7%
3.54%
-5.7%
Q3 2015$424,925,000
-4.3%
4,825,953
+3.1%
3.75%
-6.8%
Q2 2015$443,797,000
-4.7%
4,680,415
-4.3%
4.03%
-8.0%
Q1 2015$465,822,000
-3.0%
4,893,088
-3.9%
4.38%
-12.4%
Q4 2014$480,455,000
+1.1%
5,090,101
-3.1%
5.00%
-9.3%
Q3 2014$475,131,000
-1.1%
5,252,393
-1.6%
5.51%
-11.5%
Q2 2014$480,231,000
+4.7%
5,335,305
+0.0%
6.23%
-9.8%
Q1 2014$458,778,000
+2.4%
5,333,383
+0.9%
6.90%
-9.8%
Q4 2013$448,231,000
+10.9%
5,285,747
+1.1%
7.65%
-4.5%
Q3 2013$404,212,000
+13.3%
5,226,431
+7.5%
8.01%
-3.4%
Q2 2013$356,828,0004,860,7498.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders