Carlson Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 371 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
Carlson Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$69,855,571
-4.3%
356,971
-0.8%
4.14%
-6.0%
Q2 2023$72,962,085
+7.1%
359,916
-1.3%
4.41%
+0.1%
Q1 2023$68,104,308
+6.2%
364,565
-1.0%
4.40%
-4.8%
Q4 2022$64,143,501
+5.1%
368,218
-1.4%
4.63%
-10.9%
Q3 2022$61,057,000
-6.8%
373,303
-1.8%
5.20%
-9.9%
Q2 2022$65,537,000
-21.2%
380,255
-4.7%
5.77%
-17.0%
Q1 2022$83,155,000
-8.2%
398,843
-2.7%
6.95%
-11.6%
Q4 2021$90,584,000
+0.8%
409,845
-8.3%
7.86%
-17.7%
Q3 2021$89,836,000
-1.1%
447,125
-1.1%
9.55%
-25.4%
Q2 2021$90,795,000
+5.5%
452,278
-2.6%
12.80%
-13.4%
Q1 2021$86,045,000
+1.1%
464,353
-2.2%
14.78%
-5.8%
Q4 2020$85,144,000
+8.1%
474,976
-5.6%
15.68%
-8.0%
Q3 2020$78,742,000
+0.3%
503,335
-5.3%
17.04%
-3.1%
Q2 2020$78,485,000
+10.7%
531,379
-2.2%
17.59%
-2.8%
Q1 2020$70,886,000
-7.8%
543,477
+4.5%
18.09%
+10.6%
Q4 2019$76,862,000
+5.3%
519,901
-2.9%
16.36%
-6.6%
Q3 2019$73,017,000
+1.7%
535,588
+0.4%
17.53%
-0.3%
Q2 2019$71,831,000
+2.3%
533,191
-1.4%
17.58%
+0.4%
Q1 2019$70,210,000
+13.2%
540,913
+0.1%
17.50%
-0.9%
Q4 2018$62,043,000
-11.4%
540,164
+3.0%
17.65%
-2.6%
Q3 2018$70,045,000
+4.2%
524,643
-2.7%
18.12%
-0.7%
Q2 2018$67,246,000
+2.1%
539,003
-0.8%
18.24%
+0.0%
Q1 2018$65,885,000
-2.8%
543,558
-1.7%
18.24%
+0.8%
Q4 2017$67,765,000
+3.9%
552,821
-2.2%
18.09%
-5.5%
Q3 2017$65,218,000
+2.0%
565,145
-1.9%
19.14%
-0.8%
Q2 2017$63,934,000
+2.2%
575,880
-0.5%
19.30%
-4.9%
Q1 2017$62,585,000
+2.2%
579,006
-3.2%
20.29%
-1.7%
Q4 2016$61,217,000
+0.8%
597,996
-2.3%
20.65%
-1.7%
Q3 2016$60,716,000
+1.2%
612,308
-2.2%
21.00%
-2.7%
Q2 2016$60,007,000
-0.8%
626,051
-2.7%
21.58%
-1.7%
Q1 2016$60,519,000
+1.7%
643,747
+1.2%
21.94%
-2.8%
Q4 2015$59,482,000
+6.4%
636,167
+0.2%
22.58%
-1.4%
Q3 2015$55,894,000
-6.0%
634,800
+1.3%
22.90%
+1.4%
Q2 2015$59,441,000
-2.0%
626,880
-1.6%
22.58%
-3.2%
Q1 2015$60,653,000
-1.8%
637,111
-2.7%
23.33%
-5.8%
Q4 2014$61,787,000
-0.4%
654,589
-4.5%
24.78%
-2.4%
Q3 2014$62,028,000
-2.1%
685,693
-2.6%
25.39%
-2.3%
Q2 2014$63,351,000
+3.4%
703,821
-1.1%
25.99%
+0.1%
Q1 2014$61,243,000
+2.6%
711,965
+1.2%
25.97%
+3.6%
Q4 2013$59,678,000
+11.4%
703,745
+1.6%
25.06%
+3.1%
Q3 2013$53,580,000
+7.5%
692,790
+2.0%
24.31%
+3.0%
Q2 2013$49,853,000679,10523.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders