Baystate Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 316 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$7,000
-75.9%
89
-76.7%
0.00%
-66.7%
Q2 2021$29,000
+11.5%
382
+0.8%
0.00%0.0%
Q1 2021$26,000
+36.8%
379
+1.1%
0.00%
+50.0%
Q4 2020$19,000
+26.7%
375
+1.1%
0.00%0.0%
Q3 2020$15,000
-16.7%
371
+1.4%
0.00%0.0%
Q2 2020$18,000
+28.6%
366
+1.1%
0.00%0.0%
Q1 2020$14,000
-51.7%
362
+1.7%
0.00%
-50.0%
Q4 2019$29,000
+7.4%
356
+2.0%
0.00%0.0%
Q3 2019$27,000
-10.0%
3490.0%0.00%0.0%
Q2 2019$30,000
-6.2%
349
+0.9%
0.00%0.0%
Q1 2019$32,000
-55.6%
346
-58.2%
0.00%
-60.0%
Q4 2018$72,000
+28.6%
827
+54.0%
0.01%0.0%
Q3 2018$56,000
+55.6%
537
+58.4%
0.01%
+100.0%
Q2 2018$36,000
+5.9%
339
+0.6%
0.01%0.0%
Q1 2018$34,000
-5.6%
3370.0%0.01%0.0%
Q4 2017$36,0003370.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders