CreativeOne Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,076
-58.4%
28,603
-58.5%
0.44%
+20.1%
Q2 2023$14,598
+102.1%
68,858
+94.6%
0.36%
+2.2%
Q1 2023$7,224
+3.7%
35,393
-2.9%
0.36%
-7.3%
Q4 2022$6,966
-99.9%
36,433
+27.2%
0.38%
+24.3%
Q3 2022$5,142,000
-2.3%
28,652
+2.7%
0.31%
+8.4%
Q2 2022$5,261,000
-1.8%
27,890
+18.6%
0.28%
+2.9%
Q1 2022$5,355,000
+13.3%
23,523
+20.2%
0.28%
+18.9%
Q4 2021$4,726,000
-8.3%
19,574
-14.0%
0.23%
-23.1%
Q3 2021$5,151,000
-7.6%
22,751
-9.1%
0.30%
-11.9%
Q2 2021$5,576,000
+66.5%
25,025
+54.5%
0.34%
+36.0%
Q1 2021$3,348,000
-39.3%
16,198
-42.9%
0.25%
-44.6%
Q4 2020$5,520,000
+192.2%
28,359
+155.7%
0.46%
+74.4%
Q3 2020$1,889,000
+17.8%
11,090
+8.2%
0.26%
+5.2%
Q2 2020$1,604,000
+25.0%
10,247
+3.0%
0.25%
+1.6%
Q1 2020$1,283,000
+439.1%
9,953
+583.6%
0.24%
+512.5%
Q4 2019$238,000
+8.2%
1,456
+0.1%
0.04%
-4.8%
Q3 2019$220,000
+6.3%
1,455
+5.5%
0.04%
-2.3%
Q2 2019$207,000
-35.9%
1,379
-45.6%
0.04%
-60.6%
Q4 2018$323,000
+20.1%
2,533
+40.8%
0.11%
+10.1%
Q3 2018$269,000
+25.7%
1,799
+13.9%
0.10%
-6.6%
Q1 2018$214,0001,5800.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders