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 (VTV). 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 | 498,199 | +27,976 | +5.9% | 2.31% | $95.2M | $190.99 |
| 2025 Q3 | ADDED | 470,223 | +8,018 | +1.7% | 2.14% | $87.7M | $185.53 |
| 2025 Q2 | ADDED | 462,205 | +360 | +0.1% | 2.14% | $81.7M | $174.94 |
| 2025 Q1 | ADDED | 461,845 | +14,084 | +3.1% | 2.39% | $79.8M | $170.05 |
| 2024 Q4 | REDUCED | 447,761 | -1,906 | -0.4% | 2.32% | $75.8M | $165.69 |
| 2024 Q3 | ADDED | 449,667 | +46,072 | +11.4% | 2.67% | $78.5M | $169.87 |
| 2024 Q2 | REDUCED | 403,595 | -36,234 | -8.2% | 3.28% | $64.7M | $155.27 |
| 2024 Q1 | ADDED | 439,829 | +52,817 | +13.6% | 2.85% | $71.6M | $156.64 |
| 2023 Q4 | ADDED | 387,012 | +14,001 | +3.8% | 3.70% | $57.9M | $142.89 |
| 2023 Q3 | REDUCED | 373,011 | -40,639 | -9.8% | 3.70% | $51.5M | $130.91 |
As of 2025 Q4 — sorted by position size