CreativeOne Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$51,450
-55.5%
373,011
-55.6%
3.70%
+28.3%
Q2 2023$115,728
+96.5%
840,590
+97.2%
2.89%
-0.7%
Q1 2023$58,885
+4.4%
426,361
+6.1%
2.91%
-6.4%
Q4 2022$56,387
-99.9%
401,703
-1.4%
3.11%
+2.8%
Q3 2022$50,287,000
-6.9%
407,243
-0.5%
3.02%
+3.3%
Q2 2022$53,998,000
-9.0%
409,446
+2.0%
2.92%
-4.8%
Q1 2022$59,328,000
+8.8%
401,463
+8.3%
3.07%
+14.2%
Q4 2021$54,508,000
+11.3%
370,528
+3.1%
2.69%
-6.4%
Q3 2021$48,962,000
+1.6%
359,395
+2.5%
2.88%
-3.3%
Q2 2021$48,186,000
+16.1%
350,543
+11.1%
2.98%
-5.3%
Q1 2021$41,491,000
+14.5%
315,612
+3.7%
3.14%
+4.7%
Q4 2020$36,221,000
+22.2%
304,476
+7.4%
3.00%
-27.1%
Q3 2020$29,635,000
+17.7%
283,560
+12.1%
4.12%
+5.1%
Q2 2020$25,185,000
+22.5%
252,883
+9.5%
3.91%
-0.4%
Q1 2020$20,559,000
-13.2%
230,854
+16.8%
3.93%
-1.8%
Q4 2019$23,682,000
+18.0%
197,599
+9.9%
4.00%
+3.3%
Q3 2019$20,065,000
+6.8%
179,763
+6.1%
3.87%
-1.9%
Q2 2019$18,786,000
+13.6%
169,365
+10.3%
3.95%
-8.6%
Q1 2019$16,534,000
+21.4%
153,619
+10.4%
4.32%
-5.8%
Q4 2018$13,623,000
-6.1%
139,086
+6.1%
4.58%
-14.5%
Q3 2018$14,515,000
+17.6%
131,147
+10.3%
5.36%
+1.0%
Q2 2018$12,345,000
+8.3%
118,899
+7.6%
5.31%
-6.2%
Q1 2018$11,397,000110,4615.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders