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Disclosery

Carlson Capital Management: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital Management on VTI, newest first. How the timeline and the estimate are built.

Carlson Capital Management held 163,822 VTI shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 163,822 shares
    Change vs previous 13F -4,572 shares

    2.07% of the 13F portfolio, value $47,477,221.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 168,394 shares
    Change vs previous 13F +20,924 shares

    2.02% of the 13F portfolio, value $47,682,476.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 147,470 shares
    Change vs previous 13F +4,979 shares

    1.86% of the 13F portfolio, value $39,449,755.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 142,491 shares
    Change vs previous 13F -233,246 shares

    1.75% of the 13F portfolio, value $37,033,345.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 375,737 shares
    Change vs previous 13F +30,534 shares

    4.57% of the 13F portfolio, value $89,132,276.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 345,203 shares
    Change vs previous 13F +3,813 shares

    4.35% of the 13F portfolio, value $73,324,674.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 341,390 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $75,201,408.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).