Baystate Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 483 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

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 Q4 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,778,515$857,345,06435.83%
Erickson Financial Group, LLC 89,445$20,295,07018.98%
Zeit Capital LLC 79,675$18,078,21816.76%
BHK Investment Advisors, LLC 108,511$24,621,15011.32%
FC Advisory LLC 116,993$26,545,68111.17%
Portfolio Strategies, Inc. 255,307$57,927,95111.16%
Greytown Advisors Inc. 88,542$20,090,20411.12%
Bernardo Wealth Planning LLC 122,375$27,766,86210.98%
ANGELES WEALTH MANAGEMENT, LLC 335,017$76,015,27310.74%
Kensington Asset Management, LLC 426,000$96,659,40010.06%
View complete list of VANGUARD WORLD FD shareholders