Carlson Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,524 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Carlson Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,785,311
-5.3%
35,888
-0.3%
0.40%
-7.2%
Q2 2023$7,162,905
+4.1%
36,014
-0.8%
0.43%
-2.7%
Q1 2023$6,882,984
+0.0%
36,310
-3.2%
0.44%
-10.5%
Q4 2022$6,881,422
-1.9%
37,493
-8.6%
0.50%
-16.8%
Q3 2022$7,012,000
-11.7%
41,028
-9.1%
0.60%
-14.6%
Q2 2022$7,945,000
-39.0%
45,114
-26.4%
0.70%
-35.8%
Q1 2022$13,025,000
-25.1%
61,288
-20.3%
1.09%
-27.9%
Q4 2021$17,387,000
-15.9%
76,932
-18.6%
1.51%
-31.3%
Q3 2021$20,663,000
-4.6%
94,495
-1.7%
2.20%
-28.0%
Q2 2021$21,661,000
+1.9%
96,150
-3.2%
3.05%
-16.4%
Q1 2021$21,262,000
-0.7%
99,320
-5.5%
3.65%
-7.4%
Q4 2020$21,408,000
+21.6%
105,067
-8.2%
3.94%
+3.5%
Q3 2020$17,599,000
+6.6%
114,426
+1.0%
3.81%
+3.0%
Q2 2020$16,506,000
+16.3%
113,288
-0.6%
3.70%
+2.1%
Q1 2020$14,194,000
-31.5%
113,952
-8.9%
3.62%
-17.9%
Q4 2019$20,713,000
+16.0%
125,045
+7.8%
4.41%
+2.9%
Q3 2019$17,855,000
+3.5%
116,026
+5.4%
4.29%
+1.6%
Q2 2019$17,248,000
+5.6%
110,096
+3.0%
4.22%
+3.7%
Q1 2019$16,327,000
+14.3%
106,849
-1.3%
4.07%
+0.1%
Q4 2018$14,287,000
-2.2%
108,246
+20.4%
4.06%
+7.5%
Q3 2018$14,612,000
+3.3%
89,877
-1.1%
3.78%
-1.5%
Q2 2018$14,149,000
+5.6%
90,888
-0.3%
3.84%
+3.5%
Q1 2018$13,394,000
-1.1%
91,164
-0.5%
3.71%
+2.5%
Q4 2017$13,545,000
+9.0%
91,644
+4.2%
3.62%
-0.8%
Q3 2017$12,426,000
+11.2%
87,926
+6.7%
3.65%
+8.1%
Q2 2017$11,174,000
+1.8%
82,441
+0.1%
3.37%
-5.3%
Q1 2017$10,980,000
+1.1%
82,382
-2.2%
3.56%
-2.8%
Q4 2016$10,859,000
+5.1%
84,204
-0.4%
3.66%
+2.5%
Q3 2016$10,328,000
+5.3%
84,527
-0.3%
3.57%
+1.3%
Q2 2016$9,805,000
+3.3%
84,756
-0.4%
3.53%
+2.5%
Q1 2016$9,490,000
-3.1%
85,124
-3.8%
3.44%
-7.5%
Q4 2015$9,794,000
+33.5%
88,522
+30.2%
3.72%
+23.7%
Q3 2015$7,337,000
-12.1%
67,970
-1.1%
3.00%
-5.2%
Q2 2015$8,346,000
-2.3%
68,707
-1.5%
3.17%
-3.6%
Q1 2015$8,545,000
+2.8%
69,718
-2.1%
3.29%
-1.4%
Q4 2014$8,311,000
+12.0%
71,243
+6.2%
3.33%
+9.7%
Q3 2014$7,419,000
-7.5%
67,059
-2.0%
3.04%
-7.7%
Q2 2014$8,018,000
+4.6%
68,461
+0.9%
3.29%
+1.3%
Q1 2014$7,662,000
+0.1%
67,833
-2.5%
3.25%
+1.1%
Q4 2013$7,653,000
+2.9%
69,606
-4.1%
3.21%
-4.7%
Q3 2013$7,436,000
+4.6%
72,551
-4.4%
3.37%
+0.2%
Q2 2013$7,110,00075,8683.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders