Carlson Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.

Quarter-by-quarter ownership
Carlson Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$424,368
-10.8%
1,558
-7.3%
0.02%
-13.8%
Q2 2023$475,621
+13.1%
1,681
-0.3%
0.03%
+7.4%
Q1 2023$420,507
+17.0%
1,686
-0.1%
0.03%
+3.8%
Q4 2022$359,456
+13.0%
1,687
+13.6%
0.03%
-3.7%
Q3 2022$318,000
-6.2%
1,485
-2.2%
0.03%
-10.0%
Q2 2022$339,000
-53.6%
1,519
-40.2%
0.03%
-50.8%
Q1 2022$730,000
+5.8%
2,539
+18.0%
0.06%
+1.7%
Q4 2021$690,000
+10.0%
2,151
-0.4%
0.06%
-10.4%
Q3 2021$627,000
+1.3%
2,1590.0%0.07%
-23.0%
Q2 2021$619,000
-8.6%
2,159
-18.0%
0.09%
-25.0%
Q1 2021$677,000
+110.2%
2,633
+110.0%
0.12%
+96.6%
Q4 2020$322,000
+17.5%
1,254
+4.3%
0.06%0.0%
Q3 2020$274,000
+7.5%
1,2020.0%0.06%
+3.5%
Q2 2020$255,000
-19.3%
1,202
-30.6%
0.06%
-14.9%
Q4 2019$316,000
+3.6%
1,733
-5.7%
0.07%
-8.2%
Q3 2019$305,000
+2.7%
1,837
+1.0%
0.07%0.0%
Q2 2019$297,000
+4.6%
1,819
+0.3%
0.07%
+2.8%
Q1 2019$284,0001,8140.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders