Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$571,456
+9.1%
1,455
+13.1%
0.05%
+9.3%
Q2 2023$523,956
+65.5%
1,286
+52.9%
0.04%
+53.6%
Q1 2023$316,610
+106502.7%
841
-0.4%
0.03%
+3.7%
Q4 2022$297
-99.9%
844
-14.1%
0.03%
-18.2%
Q3 2022$323,000
-6.6%
982
-1.5%
0.03%
-2.9%
Q2 2022$346,000
+33.1%
997
+59.5%
0.03%
+47.8%
Q1 2022$260,000
+2.4%
625
+7.6%
0.02%0.0%
Q4 2021$254,000
-10.2%
581
-19.1%
0.02%
-17.9%
Q3 2021$283,000
+0.4%
718
+0.4%
0.03%0.0%
Q2 2021$282,000
+54.9%
715
+43.6%
0.03%
+47.4%
Q1 2021$182,000
+1.1%
498
-5.0%
0.02%
-9.5%
Q4 2020$180,000
+12.5%
524
+0.6%
0.02%
+10.5%
Q3 2020$160,000
+8.8%
521
+0.8%
0.02%
+11.8%
Q2 2020$147,000
+13.1%
517
-5.7%
0.02%0.0%
Q1 2020$130,000
-26.1%
548
-8.1%
0.02%
-19.0%
Q4 2019$176,000
+141.1%
596
+121.6%
0.02%
+110.0%
Q3 2019$73,000
+58.7%
269
+60.1%
0.01%
+66.7%
Q2 2019$46,000
+2.2%
1680.0%0.01%0.0%
Q1 2019$45,000
-21.1%
168
-27.3%
0.01%
-25.0%
Q4 2018$57,000
-3.4%
231
+0.4%
0.01%
-20.0%
Q3 2018$59,000
+1.7%
230
+0.4%
0.01%
+11.1%
Q2 2018$58,000
+3.6%
229
+0.4%
0.01%
+12.5%
Q1 2018$56,000
-5.1%
2280.0%0.01%
-11.1%
Q4 2017$59,000
+40.5%
228
+27.4%
0.01%
+28.6%
Q3 2017$42,000
+2.4%
179
-0.6%
0.01%0.0%
Q2 2017$41,000
+5.1%
1800.0%0.01%
-12.5%
Q1 2017$39,000
+5.4%
180
+0.6%
0.01%
+14.3%
Q4 2016$37,0001790.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders