Carlson Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Carlson Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,418,137
+4.0%
243,433
+14.8%
1.09%
+2.1%
Q2 2023$17,713,581
+33.2%
211,986
+32.4%
1.07%
+24.4%
Q1 2023$13,296,945
+68.3%
160,127
+67.2%
0.86%
+50.9%
Q4 2022$7,900,346
+67.8%
95,785
+63.1%
0.57%
+42.1%
Q3 2022$4,708,000
+26.3%
58,725
+43.6%
0.40%
+22.3%
Q2 2022$3,727,000
-17.3%
40,909
-1.6%
0.33%
-13.0%
Q1 2022$4,506,000
+5.6%
41,583
+13.0%
0.38%
+1.9%
Q4 2021$4,268,000
+10.8%
36,786
-2.8%
0.37%
-9.8%
Q3 2021$3,852,000
+8.9%
37,847
+8.9%
0.41%
-17.8%
Q2 2021$3,538,000
+11.3%
34,754
+0.4%
0.50%
-8.6%
Q1 2021$3,179,000
+18.7%
34,602
+7.3%
0.55%
+10.8%
Q4 2020$2,679,000
+20.6%
32,250
+14.6%
0.49%
+2.5%
Q3 2020$2,222,000
+6.1%
28,147
+5.0%
0.48%
+2.6%
Q2 2020$2,094,000
+9.5%
26,810
+2.0%
0.47%
-3.9%
Q1 2020$1,913,000
+5.4%
26,291
+34.4%
0.49%
+26.4%
Q4 2019$1,815,000
+49.6%
19,561
+50.3%
0.39%
+32.6%
Q3 2019$1,213,000
+11.9%
13,011
+4.9%
0.29%
+9.8%
Q2 2019$1,084,000
+13.6%
12,404
+13.0%
0.26%
+11.3%
Q1 2019$954,000
+15.6%
10,973
-0.8%
0.24%
+1.3%
Q4 2018$825,000
+53.6%
11,062
+66.1%
0.24%
+69.1%
Q3 2018$537,000
+12.6%
6,658
+13.7%
0.14%
+7.8%
Q2 2018$477,000
+12.5%
5,857
+4.2%
0.13%
+10.3%
Q1 2018$424,000
-24.7%
5,620
-17.1%
0.12%
-22.0%
Q4 2017$563,000
+2.2%
6,781
+2.2%
0.15%
-7.4%
Q3 2017$551,000
-2.7%
6,633
-2.5%
0.16%
-5.3%
Q2 2017$566,0006,8060.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders