Baystate Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,181 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$33,968
+16.9%
700.0%0.00%0.0%
Q3 2023$29,065
-6.1%
700.0%0.00%
-33.3%
Q2 2023$30,951
+123.0%
70
+94.4%
0.00%
+200.0%
Q1 2023$13,877
+126054.5%
360.0%0.00%0.0%
Q4 2022$11
-99.9%
360.0%0.00%0.0%
Q3 2022$11,000
-59.3%
36
-56.1%
0.00%
-66.7%
Q2 2022$27,000
-20.6%
820.0%0.00%0.0%
Q1 2022$34,000
+112.5%
82
+127.8%
0.00%
+200.0%
Q4 2021$16,000
+166.7%
36
+111.8%
0.00%0.0%
Q4 2020$6,000
-80.6%
17
-82.8%
0.00%
-75.0%
Q3 2020$31,000
+14.8%
99
+1.0%
0.00%
+33.3%
Q2 2020$27,000
+58.8%
98
+21.0%
0.00%
+50.0%
Q1 2020$17,000810.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders