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 INDEX FDS (VOO). 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 | 81,593 | +21,975 | +36.9% | 1.24% | $51.2M | $627.13 |
| 2025 Q3 | ADDED | 59,618 | +4,345 | +7.9% | 0.89% | $36.5M | $610.65 |
| 2025 Q2 | ADDED | 55,273 | +11,108 | +25.2% | 0.82% | $31.4M | $564.81 |
| 2025 Q1 | ADDED | 44,165 | +20,015 | +82.9% | 0.68% | $22.7M | $509.43 |
| 2024 Q4 | ADDED | 24,150 | +6,151 | +34.2% | 0.40% | $13.0M | $532.26 |
| 2024 Q3 | ADDED | 17,999 | +3,547 | +24.5% | 0.32% | $9.5M | $519.60 |
| 2024 Q2 | REDUCED | 14,452 | -3,141 | -17.9% | 0.37% | $7.2M | $490.95 |
| 2024 Q1 | ADDED | 17,593 | +2,821 | +19.1% | 0.34% | $8.5M | $470.20 |
| 2023 Q4 | ADDED | 14,772 | +390 | +2.7% | 0.41% | $6.5M | $425.89 |
| 2023 Q3 | REDUCED | 14,382 | -845 | -5.5% | 0.41% | $5.6M | $381.32 |
As of 2025 Q4 — sorted by position size