Baystate Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,180
-5.4%
280.0%0.00%
Q2 2023$5,475
+0.5%
280.0%0.00%
Q1 2023$5,449
+108880.0%
280.0%0.00%
Q4 2022$5
-99.9%
28
+3.7%
0.00%
-100.0%
Q3 2022$5,0000.0%270.0%0.00%
Q2 2022$5,0000.0%270.0%0.00%
Q1 2022$5,0000.0%270.0%0.00%
Q4 2021$5,000
-98.3%
27
-98.4%
0.00%
-100.0%
Q1 2021$292,000
-22.3%
1,640
-24.2%
0.03%
-27.9%
Q4 2020$376,000
+53.5%
2,164
+44.6%
0.04%
+48.3%
Q3 2020$245,000
+30.3%
1,497
+19.2%
0.03%
+31.8%
Q2 2020$188,000
+23.7%
1,256
+13.9%
0.02%
+10.0%
Q1 2020$152,000
+1281.8%
1,103
+1245.1%
0.02%
+900.0%
Q1 2018$11,000820.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders