Baystate Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 318 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

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 Q2 2019
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders