Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$78,105,477
+8.4%
566,268
+11.7%
0.10%
+8.3%
Q2 2023$72,062,178
+4.0%
507,123
+1.1%
0.10%
-4.0%
Q1 2023$69,280,487
-2.7%
501,633
-1.1%
0.10%
-6.5%
Q4 2022$71,228,754
+19.4%
507,436
+5.1%
0.11%
+3.9%
Q3 2022$59,641,000
-7.1%
483,001
-0.7%
0.10%
-2.8%
Q2 2022$64,174,000
+0.8%
486,613
+12.9%
0.11%
+7.1%
Q1 2022$63,692,000
+32.6%
430,988
+32.0%
0.10%
+28.6%
Q4 2021$48,050,000
+3.8%
326,629
-4.5%
0.08%
-6.1%
Q3 2021$46,281,000
-5.0%
341,882
-3.5%
0.08%
-4.7%
Q2 2021$48,698,000
+22.9%
354,273
+17.6%
0.09%
+7.5%
Q1 2021$39,611,000
+23.3%
301,316
+11.6%
0.08%
+12.7%
Q4 2020$32,117,000
+30.5%
269,988
+14.7%
0.07%
+10.9%
Q3 2020$24,605,000
+12.5%
235,435
+7.2%
0.06%
+1.6%
Q2 2020$21,878,000
-12.6%
219,719
-21.8%
0.06%
-29.2%
Q1 2020$25,038,000
-33.2%
281,134
-10.1%
0.09%
-20.5%
Q4 2019$37,459,000
+6.2%
312,549
-1.1%
0.11%
-2.6%
Q3 2019$35,283,000
+7.7%
316,096
+7.1%
0.12%
+4.5%
Q2 2019$32,746,000
+106.7%
295,226
+100.6%
0.11%
+93.0%
Q1 2019$15,839,000
+10.4%
147,157
+0.5%
0.06%
-3.4%
Q4 2018$14,342,000
-13.7%
146,421
-2.5%
0.06%
-4.8%
Q3 2018$16,616,000
+9.3%
150,123
+2.5%
0.06%
+3.3%
Q2 2018$15,209,000
+5.1%
146,482
+4.4%
0.06%
+1.7%
Q1 2018$14,471,000
-4.3%
140,246
-1.4%
0.06%
-9.2%
Q4 2017$15,128,000
+9.1%
142,286
+2.4%
0.06%
+1.6%
Q3 2017$13,870,000
+10.6%
138,952
+7.0%
0.06%
+1.6%
Q2 2017$12,544,000
+16.0%
129,908
+14.5%
0.06%
+6.8%
Q1 2017$10,816,000
+2.6%
113,411
+0.0%
0.06%
-7.8%
Q4 2016$10,546,000
+35.5%
113,382
+26.7%
0.06%
+28.0%
Q3 2016$7,785,000
+1.6%
89,481
-0.8%
0.05%
-10.7%
Q2 2016$7,666,000
+0.5%
90,202
-2.6%
0.06%
-5.1%
Q1 2016$7,626,000
+5.4%
92,565
+4.3%
0.06%
-1.7%
Q4 2015$7,238,000
+5.2%
88,789
-0.9%
0.06%
-1.6%
Q3 2015$6,877,000
-4.3%
89,608
+4.0%
0.06%
-6.2%
Q2 2015$7,184,000
+10.6%
86,180
+11.0%
0.06%
+6.6%
Q1 2015$6,497,000
-5.9%
77,626
-5.1%
0.06%
-15.3%
Q4 2014$6,908,000
+24.8%
81,763
+19.9%
0.07%
+12.5%
Q3 2014$5,535,000
+19.3%
68,169
+19.0%
0.06%
+6.7%
Q2 2014$4,638,000
+10.1%
57,292
+6.2%
0.06%
-4.8%
Q1 2014$4,213,000
+15.0%
53,942
+12.5%
0.06%0.0%
Q4 2013$3,663,000
+19.0%
47,946
+8.7%
0.06%
+3.3%
Q3 2013$3,077,000
+14.1%
44,097
+10.5%
0.06%
-3.2%
Q2 2013$2,697,00039,8890.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders