Carlson Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
Carlson Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,031,453
-4.1%
113,057
-0.5%
1.07%
-5.9%
Q2 2023$18,800,682
+25.6%
113,668
+20.6%
1.14%
+17.4%
Q1 2023$14,962,780
-0.9%
94,248
-0.9%
0.97%
-11.2%
Q4 2022$15,100,416
+8.4%
95,091
-2.1%
1.09%
-8.0%
Q3 2022$13,924,000
-7.7%
97,097
-3.6%
1.18%
-10.8%
Q2 2022$15,093,000
-22.1%
100,740
-8.5%
1.33%
-18.0%
Q1 2022$19,371,000
-3.6%
110,102
-2.0%
1.62%
-7.2%
Q4 2021$20,093,000
+3.9%
112,346
-1.7%
1.74%
-15.2%
Q3 2021$19,338,000
-2.8%
114,253
-0.2%
2.06%
-26.7%
Q2 2021$19,889,000
+1.6%
114,527
-3.1%
2.80%
-16.6%
Q1 2021$19,582,000
+6.3%
118,244
-4.4%
3.36%
-0.9%
Q4 2020$18,417,000
+7.2%
123,693
-20.4%
3.39%
-8.8%
Q3 2020$17,182,000
+4.9%
155,310
-0.5%
3.72%
+1.3%
Q2 2020$16,373,000
+10.7%
156,143
-1.4%
3.67%
-2.8%
Q1 2020$14,795,000
-35.7%
158,387
-5.6%
3.78%
-22.9%
Q4 2019$23,001,000
+16.7%
167,806
+9.7%
4.90%
+3.5%
Q3 2019$19,708,000
+7.9%
152,952
+9.3%
4.73%
+5.8%
Q2 2019$18,269,000
+5.5%
139,947
+4.1%
4.47%
+3.6%
Q1 2019$17,313,000
+7.8%
134,494
-4.5%
4.32%
-5.6%
Q4 2018$16,061,000
-1.2%
140,811
+20.7%
4.57%
+8.6%
Q3 2018$16,264,000
+0.5%
116,707
-2.1%
4.21%
-4.2%
Q2 2018$16,183,000
+5.1%
119,174
+0.1%
4.39%
+3.0%
Q1 2018$15,401,000
-4.0%
119,001
-1.5%
4.26%
-0.4%
Q4 2017$16,036,000
+9.5%
120,773
+5.4%
4.28%
-0.3%
Q3 2017$14,644,000
+11.8%
114,596
+7.6%
4.30%
+8.7%
Q2 2017$13,094,000
+1.0%
106,536
+0.9%
3.95%
-6.0%
Q1 2017$12,970,000
-3.0%
105,569
-4.5%
4.20%
-6.8%
Q4 2016$13,372,000
+11.9%
110,510
+2.3%
4.51%
+9.1%
Q3 2016$11,951,000
+5.4%
107,999
+0.3%
4.13%
+1.3%
Q2 2016$11,344,000
+3.2%
107,723
-0.1%
4.08%
+2.4%
Q1 2016$10,988,000
+1.4%
107,848
-1.7%
3.98%
-3.1%
Q4 2015$10,831,000
+26.0%
109,658
+23.5%
4.11%
+16.8%
Q3 2015$8,597,000
-8.2%
88,762
+2.2%
3.52%
-1.0%
Q2 2015$9,362,000
-2.6%
86,838
-1.2%
3.56%
-3.8%
Q1 2015$9,611,000
+2.0%
87,856
-1.4%
3.70%
-2.2%
Q4 2014$9,426,000
+14.0%
89,119
+7.5%
3.78%
+11.7%
Q3 2014$8,269,000
-6.9%
82,902
-1.5%
3.38%
-7.1%
Q2 2014$8,880,000
+1.9%
84,171
-2.8%
3.64%
-1.4%
Q1 2014$8,716,000
+2.5%
86,606
-0.8%
3.70%
+3.5%
Q4 2013$8,500,000
+2.0%
87,295
-5.4%
3.57%
-5.6%
Q3 2013$8,331,000
+2.5%
92,316
-4.9%
3.78%
-1.7%
Q2 2013$8,126,00097,0893.84%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders