Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$59,867,236
+0.4%
219,849
+4.3%
0.08%
+1.3%
Q2 2023$59,643,906
+15.0%
210,786
+1.4%
0.08%
+5.3%
Q1 2023$51,851,398
+10.5%
207,871
-5.6%
0.08%
+5.6%
Q4 2022$46,930,584
+19.7%
220,218
+20.2%
0.07%
+4.4%
Q3 2022$39,204,000
-3.1%
183,239
+1.0%
0.07%
+1.5%
Q2 2022$40,451,000
-14.9%
181,486
+9.7%
0.07%
-9.5%
Q1 2022$47,561,000
+5.3%
165,375
+17.4%
0.07%
+1.4%
Q4 2021$45,187,000
+9.3%
140,813
-1.1%
0.07%0.0%
Q3 2021$41,335,000
-6.4%
142,451
-7.5%
0.07%
-6.4%
Q2 2021$44,159,000
+22.1%
153,967
+9.4%
0.08%
+6.8%
Q1 2021$36,178,000
+6.0%
140,749
+4.4%
0.07%
-2.7%
Q4 2020$34,141,000
+14.3%
134,763
+2.7%
0.08%
-3.8%
Q3 2020$29,861,000
+21.6%
131,195
+8.0%
0.08%
+9.9%
Q2 2020$24,550,000
+31.4%
121,484
+1.9%
0.07%
+7.6%
Q1 2020$18,688,000
-16.9%
119,267
-3.3%
0.07%
-1.5%
Q4 2019$22,479,000
+12.6%
123,395
+2.8%
0.07%
+3.1%
Q3 2019$19,963,000
+2.7%
120,059
+0.9%
0.06%0.0%
Q2 2019$19,436,000
+14.9%
118,953
+10.0%
0.06%
+6.6%
Q1 2019$16,912,000
+16.3%
108,118
-0.1%
0.06%
+1.7%
Q4 2018$14,537,000
-19.1%
108,217
-3.0%
0.06%
-10.4%
Q3 2018$17,962,000
+11.6%
111,540
+3.8%
0.07%
+6.3%
Q2 2018$16,093,000
+8.1%
107,422
+2.4%
0.06%
+3.3%
Q1 2018$14,882,000
+2.6%
104,893
+1.7%
0.06%
-3.2%
Q4 2017$14,505,000
+10.5%
103,127
+4.3%
0.06%
+3.3%
Q3 2017$13,125,000
-0.1%
98,872
-4.4%
0.06%
-7.6%
Q2 2017$13,135,000
+6.3%
103,396
+1.8%
0.07%
-1.5%
Q1 2017$12,351,000
+16.8%
101,524
+7.1%
0.07%
+4.7%
Q4 2016$10,571,000
+8.4%
94,823
+9.2%
0.06%
+3.2%
Q3 2016$9,749,000
+6.4%
86,817
+1.5%
0.06%
-6.1%
Q2 2016$9,166,000
+3.5%
85,505
+2.7%
0.07%
-4.3%
Q1 2016$8,859,000
+1.3%
83,221
+1.3%
0.07%
-4.2%
Q4 2015$8,743,000
+5.4%
82,176
-0.7%
0.07%
-1.4%
Q3 2015$8,299,000
-7.4%
82,746
-1.2%
0.07%
-9.9%
Q2 2015$8,965,000
+9.7%
83,742
+7.2%
0.08%
+5.2%
Q1 2015$8,169,000
+3.4%
78,087
+3.2%
0.08%
-6.1%
Q4 2014$7,899,000
+29.1%
75,669
+23.3%
0.08%
+15.5%
Q3 2014$6,117,000
+12.3%
61,368
+11.5%
0.07%0.0%
Q2 2014$5,446,000
+10.1%
55,061
+4.0%
0.07%
-4.1%
Q1 2014$4,947,000
+7.7%
52,918
+7.2%
0.07%
-5.1%
Q4 2013$4,595,000
+29.3%
49,385
+17.6%
0.08%
+11.4%
Q3 2013$3,553,000
+14.9%
41,993
+6.1%
0.07%
-2.8%
Q2 2013$3,092,00039,5650.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders