CreativeOne Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,661 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,952
-54.6%
144,758
-48.3%
0.79%
+30.9%
Q2 2023$24,125
+99.0%
279,861
+91.7%
0.60%
+0.7%
Q1 2023$12,122
+9.0%
145,976
+8.2%
0.60%
-2.4%
Q4 2022$11,126
-99.9%
134,886
+9.5%
0.61%
+3.2%
Q3 2022$9,880,000
-10.5%
123,233
+1.7%
0.59%
-0.7%
Q2 2022$11,040,000
-16.5%
121,174
-0.7%
0.60%
-12.7%
Q1 2022$13,220,000
-3.3%
121,985
+3.5%
0.68%
+1.5%
Q4 2021$13,666,000
+35.0%
117,806
+18.7%
0.68%
+13.4%
Q3 2021$10,123,000
-0.5%
99,250
-0.7%
0.60%
-5.3%
Q2 2021$10,173,000
+19.0%
99,941
+7.4%
0.63%
-2.9%
Q1 2021$8,546,000
+15.3%
93,031
+6.6%
0.65%
+5.4%
Q4 2020$7,413,000
+23.2%
87,283
+14.6%
0.61%
-26.5%
Q3 2020$6,016,000
-53.3%
76,196
-53.5%
0.84%
-58.3%
Q2 2020$12,881,000
+21.8%
164,025
+8.4%
2.00%
-0.9%
Q1 2020$10,574,000
-8.5%
151,380
+21.5%
2.02%
+3.5%
Q4 2019$11,560,000
+6.4%
124,584
+6.9%
1.95%
-6.9%
Q3 2019$10,864,000
+11.3%
116,507
+4.3%
2.10%
+2.2%
Q2 2019$9,762,000
+9.8%
111,696
+9.1%
2.05%
-11.7%
Q1 2019$8,894,000
+22.1%
102,340
+4.8%
2.32%
-5.2%
Q4 2018$7,283,000
-3.5%
97,661
+4.4%
2.45%
-12.2%
Q3 2018$7,549,000
+9.1%
93,572
+10.1%
2.79%
-6.3%
Q2 2018$6,922,000
+21.6%
84,981
+12.7%
2.98%
+5.3%
Q1 2018$5,693,00075,4352.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders