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CreativeOne Wealth, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CreativeOne Wealth, LLC on VGIT, newest first. How the timeline and the estimate are built.

CreativeOne Wealth, LLC held 94,943 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,943 shares
    Change vs previous 13F +35,783 shares

    0.12% of the 13F portfolio, value $5,599,720.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,160 shares
    Change vs previous 13F +2,858 shares

    0.08% of the 13F portfolio, value $3,522,962.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,302 shares
    Change vs previous 13F +4,696 shares

    0.08% of the 13F portfolio, value $3,374,187.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,606 shares
    Change vs previous 13F -1,469 shares

    0.08% of the 13F portfolio, value $3,097,916.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,075 shares
    Change vs previous 13F +10,147 shares

    0.08% of the 13F portfolio, value $3,174,431.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,928 shares
    Change vs previous 13F +5,010 shares

    0.08% of the 13F portfolio, value $2,549,952.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,918 shares
    Change vs previous 13F +4,096 shares

    0.07% of the 13F portfolio, value $2,199,271.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,822 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,043,516.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).