VUG — VANGUARD INDEX FDS

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 (VUG). 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.

Peak position
5.12% (2018 Q1)
Avg. % of fund
3.1%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 191,065 +1,167 +0.6% 2.26% $93.2M $487.86
2025 Q3 REDUCED 189,898 -961 -0.5% 2.22% $91.1M $479.12
2025 Q2 ADDED 190,859 +6,298 +3.4% 2.19% $83.7M $437.49
2025 Q1 REDUCED 184,561 -2,682 -1.4% 2.05% $68.4M $369.62
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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