Creative Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,773,564,135
-7.7%
8,349,721
-4.3%
2.37%
-7.5%
Q2 2023$1,921,911,481
+6.8%
8,724,857
-1.0%
2.56%
-1.2%
Q1 2023$1,799,574,852
+3.5%
8,817,123
-3.0%
2.59%
-0.9%
Q4 2022$1,738,747,247
+3.0%
9,094,342
-3.3%
2.62%
-10.4%
Q3 2022$1,687,397,000
-9.2%
9,402,112
-4.6%
2.92%
-4.7%
Q2 2022$1,859,300,000
-23.5%
9,857,384
-7.7%
3.06%
-18.6%
Q1 2022$2,431,259,000
+79.2%
10,678,872
+90.0%
3.76%
+72.8%
Q4 2021$1,356,664,000
+2.7%
5,619,051
-5.6%
2.18%
-7.0%
Q3 2021$1,321,451,000
-6.4%
5,950,874
-6.0%
2.34%
-6.5%
Q2 2021$1,411,292,000
+3.7%
6,333,775
-3.8%
2.51%
-8.6%
Q1 2021$1,360,639,000
+1.9%
6,582,997
-4.0%
2.74%
-6.6%
Q4 2020$1,334,794,000
+12.2%
6,857,759
-1.8%
2.94%
-5.4%
Q3 2020$1,189,544,000
+2.2%
6,984,583
-6.1%
3.10%
-7.8%
Q2 2020$1,164,388,000
+20.7%
7,438,757
-0.6%
3.37%
-1.5%
Q1 2020$964,735,000
+971.5%
7,483,788
+1260.0%
3.42%
+1167.0%
Q4 2019$90,034,000
+7.7%
550,260
-0.6%
0.27%
-0.7%
Q3 2019$83,585,000
+0.9%
553,542
+0.3%
0.27%
-2.5%
Q2 2019$82,821,000
+49.5%
551,808
+44.1%
0.28%
+39.5%
Q1 2019$55,402,000
+16.8%
382,846
+3.0%
0.20%
+2.6%
Q4 2018$47,453,000
-16.8%
371,799
-2.4%
0.20%
-7.6%
Q3 2018$57,001,000
+15.1%
380,894
+8.0%
0.21%
+8.2%
Q2 2018$49,529,000
+9.3%
352,690
+5.7%
0.20%
+6.0%
Q1 2018$45,302,000
+7.4%
333,785
+8.6%
0.18%
+1.1%
Q4 2017$42,172,000
+15.9%
307,264
+9.3%
0.18%
+7.7%
Q3 2017$36,400,000
+7.3%
281,042
+3.1%
0.17%
-1.7%
Q2 2017$33,910,000
+8.2%
272,481
+5.4%
0.17%
+0.6%
Q1 2017$31,350,000
+6.4%
258,405
+1.1%
0.17%
-4.5%
Q4 2016$29,461,000
+7.0%
255,468
+1.7%
0.18%
+2.3%
Q3 2016$27,541,000
+49.4%
251,161
+46.0%
0.18%
+31.6%
Q2 2016$18,433,000
+6.4%
172,011
+4.1%
0.13%
-1.5%
Q1 2016$17,327,000
+10.5%
165,298
+9.9%
0.14%
+4.7%
Q4 2015$15,685,000
+8.5%
150,382
+2.7%
0.13%
+0.8%
Q3 2015$14,458,000
-2.4%
146,453
+5.8%
0.13%
-4.5%
Q2 2015$14,817,000
+2.4%
138,449
+2.6%
0.13%
-1.5%
Q1 2015$14,465,000
+11.8%
134,876
+10.5%
0.14%
+0.7%
Q4 2014$12,944,000
+5.0%
122,113
+0.3%
0.14%
-5.6%
Q3 2014$12,324,000
+5.3%
121,734
+5.8%
0.14%
-5.9%
Q2 2014$11,709,000
+0.3%
115,054
-4.0%
0.15%
-13.6%
Q1 2014$11,678,000
+4.7%
119,809
+3.1%
0.18%
-7.4%
Q4 2013$11,150,000
+20.0%
116,239
+9.6%
0.19%
+3.3%
Q3 2013$9,295,000
+5.0%
106,046
-1.0%
0.18%
-10.7%
Q2 2013$8,856,000107,1230.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders