Baystate Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2019$51,000
+6.2%
2940.0%0.01%
+16.7%
Q1 2019$48,000
-4.0%
2940.0%0.01%
-14.3%
Q4 2018$50,000
-2.0%
2940.0%0.01%
-22.2%
Q3 2018$51,0002940.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 108,364$26,780,00018.74%
Allied Investment Advisors, LLC 98,593$24,365,0009.18%
Morningstar Investment Management LLC 280,664$69,360,0007.86%
Capital Advantage, Inc. 103,430$25,561,0006.70%
Aprio Wealth Management, LLC 54,798$13,542,0006.40%
Curran Financial Partners, LLC 46,686$11,538,0006.34%
ASSET PLANNING CORPORATION 24,758$6,118,0005.96%
Adaptive Financial Consulting, LLC 35,501$8,773,0005.48%
Essex Private Wealth Management, LLC 22,255$5,500,0005.02%
Tatro Capital, LLC 28,055$6,933,0004.73%
View complete list of VANGUARD WORLD FDS shareholders