Baystate Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 284 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.18 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 Q3 2019
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders