Ownership history in CreativeOne Wealth, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in VANGUARD BD INDEX FD INC (BSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 424,649 | +23,443 | +5.8% | 0.81% | $33.5M | $78.30 |
| 2025 Q3 | ADDED | 401,206 | +9,462 | +2.4% | 0.77% | $31.7M | $77.38 |
| 2025 Q2 | REDUCED | 391,744 | -278 | -0.1% | 0.81% | $30.8M | $76.42 |
| 2025 Q1 | REDUCED | 392,022 | -13,782 | -3.4% | 0.92% | $30.7M | $75.30 |
| 2024 Q4 | ADDED | 405,804 | +9,887 | +2.5% | 0.96% | $31.4M | $73.88 |
| 2024 Q3 | ADDED | 395,917 | +48,473 | +14.0% | 1.06% | $31.2M | $74.34 |
| 2024 Q2 | REDUCED | 347,444 | -17,836 | -4.9% | 1.35% | $26.6M | $71.83 |
| 2024 Q1 | ADDED | 365,280 | +35,625 | +10.8% | 1.12% | $28.0M | $71.22 |
| 2023 Q4 | ADDED | 329,655 | +3,848 | +1.2% | 1.63% | $25.4M | $71.18 |
| 2023 Q3 | REDUCED | 325,807 | -87,262 | -21.1% | 1.76% | $24.5M | $68.80 |
As of 2025 Q4 — sorted by position size