Baystate Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 517 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.8%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,193,904
-4.4%
9,669
-0.8%
0.18%
-3.7%
Q2 2023$2,294,027
+4.2%
9,748
-9.4%
0.19%
-2.1%
Q1 2023$2,201,377
+90157.4%
10,764
-24.1%
0.19%
-13.9%
Q4 2022$2,439
-99.7%
14,173
+250.2%
0.22%
+205.5%
Q3 2022$705,000
-11.9%
4,047
-8.0%
0.07%
-6.4%
Q2 2022$800,000
+455.6%
4,401
+622.7%
0.08%
+500.0%
Q1 2022$144,0006090.01%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 2,526,304$468,377,00058.62%
Cassaday & Co Inc. 1,986,441$368,286,00036.21%
FundX Investment Group, LLC 190,689$35,354,00013.59%
FC Advisory LLC 109,666$20,332,00011.47%
Black Diamond Financial, LLC 108,897$20,190,00011.32%
Greytown Advisors Inc. 73,542$13,635,00011.22%
Pacific Center for Financial Services 142,230$26,369,00010.92%
MEANS INVESTMENT CO., INC. 202,729$39,561,00010.87%
Darwin Wealth Management, LLC 250,881$46,513,00010.05%
Stuart Chaussee & Associates, Inc. 118,046$21,886,0009.96%
View complete list of VANGUARD WORLD FD shareholders