Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 482 filers reported holding VANGUARD INDEX FDS in Q4 2015. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$354,547,385
-4.1%
1,875,217
+0.9%
0.47%
-4.1%
Q2 2023$369,751,688
+5.2%
1,859,076
+0.3%
0.49%
-2.6%
Q1 2023$351,427,291
+0.5%
1,853,910
-2.7%
0.51%
-3.8%
Q4 2022$349,564,354
+7.8%
1,904,568
+0.4%
0.53%
-6.2%
Q3 2022$324,143,000
-8.8%
1,896,570
-6.0%
0.56%
-4.3%
Q2 2022$355,496,000
-9.7%
2,018,604
+9.0%
0.59%
-3.8%
Q1 2022$393,536,000
-2.9%
1,851,762
+3.3%
0.61%
-6.5%
Q4 2021$405,170,000
+4.0%
1,792,708
+0.6%
0.65%
-5.8%
Q3 2021$389,704,000
-22.1%
1,782,156
-19.8%
0.69%
-22.3%
Q2 2021$500,521,000
+66.8%
2,221,773
+58.5%
0.89%
+47.2%
Q1 2021$300,011,000
+12.5%
1,401,395
+2.3%
0.60%
+2.9%
Q4 2020$266,748,000
+38.4%
1,370,184
+9.3%
0.59%
+16.7%
Q3 2020$192,802,000
+9.9%
1,253,592
+4.2%
0.50%
-0.8%
Q2 2020$175,371,000
+32.1%
1,203,480
+4.6%
0.51%
+7.6%
Q1 2020$132,757,000
-19.4%
1,150,010
+15.6%
0.47%
-4.8%
Q4 2019$164,805,000
+11.4%
994,959
+3.5%
0.50%
+2.7%
Q3 2019$148,006,000
+0.2%
961,764
+2.0%
0.48%
-3.0%
Q2 2019$147,672,000
+7.0%
942,628
+4.4%
0.50%0.0%
Q1 2019$138,003,000
+15.4%
903,161
-0.3%
0.50%
+1.4%
Q4 2018$119,572,000
-18.3%
905,919
+0.6%
0.49%
-9.8%
Q3 2018$146,435,000
+3.4%
900,696
-1.0%
0.54%
-2.3%
Q2 2018$141,657,000
+4.5%
909,983
-1.4%
0.56%
+0.7%
Q1 2018$135,601,000
-2.7%
922,959
-2.1%
0.55%
-8.2%
Q4 2017$139,369,000
+5.0%
942,954
+0.4%
0.60%
-2.4%
Q3 2017$132,708,000
+3.4%
939,063
-0.9%
0.62%
-5.2%
Q2 2017$128,378,000
+0.3%
947,158
-1.4%
0.65%
-7.0%
Q1 2017$128,038,000
+4.1%
960,675
+0.7%
0.70%
-6.7%
Q4 2016$122,970,000
-2.7%
953,548
-7.8%
0.75%
-7.0%
Q3 2016$126,368,000
+1.9%
1,034,275
-3.5%
0.80%
-10.4%
Q2 2016$124,032,000
-2.3%
1,072,197
-5.9%
0.90%
-9.3%
Q1 2016$126,986,000
+1.5%
1,138,997
+0.7%
0.99%
-3.8%
Q4 2015$125,128,000
+0.1%
1,130,952
-2.3%
1.03%
-6.8%
Q3 2015$125,001,000
-13.6%
1,157,946
-2.7%
1.10%
-15.9%
Q2 2015$144,618,000
-5.4%
1,190,562
-4.5%
1.31%
-8.6%
Q1 2015$152,821,000
+2.7%
1,246,908
-2.2%
1.44%
-7.2%
Q4 2014$148,733,000
+1.1%
1,274,924
-4.1%
1.55%
-9.4%
Q3 2014$147,150,000
-8.1%
1,330,112
-2.7%
1.71%
-17.8%
Q2 2014$160,084,000
+4.8%
1,366,834
+1.0%
2.08%
-9.7%
Q1 2014$152,815,000
+9.7%
1,352,940
+6.8%
2.30%
-3.3%
Q4 2013$139,267,000
+20.7%
1,266,639
+12.5%
2.38%
+3.9%
Q3 2013$115,394,000
+24.0%
1,125,903
+13.4%
2.29%
+5.8%
Q2 2013$93,048,000992,9332.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2015
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders