CreativeOne Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,179
-53.3%
80,284
-53.1%
1.09%
+34.5%
Q2 2023$32,537
+97.3%
171,176
+96.7%
0.81%
-0.2%
Q1 2023$16,493
+11.3%
87,010
+7.7%
0.81%
-0.2%
Q4 2022$14,821
-99.9%
80,754
+6.3%
0.82%
+4.6%
Q3 2022$12,978,000
-1.5%
75,935
+1.5%
0.78%
+9.4%
Q2 2022$13,169,000
-13.5%
74,778
+4.3%
0.71%
-9.6%
Q1 2022$15,231,000
+3.9%
71,669
+10.5%
0.79%
+9.0%
Q4 2021$14,657,000
+71.9%
64,850
+10.9%
0.72%
-45.4%
Q2 2020$8,524,000
+36.4%
58,495
+8.1%
1.32%
+11.1%
Q1 2020$6,247,000
-6.8%
54,110
+33.7%
1.19%
+5.4%
Q4 2019$6,705,000
+20.6%
40,480
+12.0%
1.13%
+5.5%
Q3 2019$5,561,000
+4.8%
36,141
+6.7%
1.07%
-3.8%
Q2 2019$5,305,000
+11.6%
33,867
+8.9%
1.12%
-10.2%
Q1 2019$4,752,000
+28.1%
31,099
+10.7%
1.24%
-0.6%
Q4 2018$3,710,000
-14.0%
28,105
+5.9%
1.25%
-21.7%
Q3 2018$4,316,000
+13.5%
26,544
+8.7%
1.60%
-2.5%
Q2 2018$3,802,000
+9.3%
24,419
+3.1%
1.64%
-5.3%
Q1 2018$3,479,00023,6771.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders