Baystate Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 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 Q1 2022
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders