CreativeOne Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$544
-64.2%
4,157
-62.2%
0.04%
+2.6%
Q2 2023$1,521
+83.7%
10,998
+78.1%
0.04%
-7.3%
Q1 2023$828
+48.4%
6,175
+49.7%
0.04%
+32.3%
Q4 2022$558
-99.8%
4,124
+40.7%
0.03%
+47.6%
Q3 2022$357,000
-35.1%
2,932
-30.9%
0.02%
-30.0%
Q2 2022$550,000
+49.1%
4,245
+72.0%
0.03%
+57.9%
Q1 2022$369,000
-86.9%
2,468
-86.8%
0.02%
-86.3%
Q4 2021$2,808,000
+465.0%
18,680
+425.3%
0.14%
+379.3%
Q3 2021$497,000
-72.1%
3,556
-71.9%
0.03%
-73.6%
Q2 2021$1,779,000
+280.1%
12,660
+222.1%
0.11%
+182.1%
Q4 2020$468,000
-17.8%
3,931
-29.9%
0.04%
-50.6%
Q3 2020$569,000
+8.6%
5,611
+2.4%
0.08%
-2.5%
Q2 2020$524,0005,4790.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders