Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$84,537
-45.7%
645
-42.7%
0.01%
-46.2%
Q2 2023$155,737
+78.8%
1,125
+73.3%
0.01%
+62.5%
Q1 2023$87,104
+100019.5%
649
+0.5%
0.01%0.0%
Q4 2022$87
-99.8%
646
+78.9%
0.01%
+60.0%
Q3 2022$44,000
-21.4%
361
-15.7%
0.01%0.0%
Q2 2022$56,000
-9.7%
428
+2.9%
0.01%0.0%
Q1 2022$62,000
+19.2%
416
+20.9%
0.01%0.0%
Q4 2021$52,000
+8.3%
344
+0.6%
0.01%0.0%
Q3 2021$48,0000.0%342
+0.3%
0.01%0.0%
Q2 2021$48,000
-51.5%
341
-53.4%
0.01%
-50.0%
Q1 2021$99,000
+1.0%
731
-11.0%
0.01%
-9.1%
Q4 2020$98,000
+34.2%
821
+13.4%
0.01%
+22.2%
Q3 2020$73,000
+5.8%
724
+0.7%
0.01%
+12.5%
Q2 2020$69,000
-8.0%
719
-21.7%
0.01%
-20.0%
Q1 2020$75,000
-60.3%
918
-42.1%
0.01%
-56.5%
Q4 2019$189,000
+21.9%
1,585
+15.4%
0.02%
+15.0%
Q3 2019$155,000
+2.0%
1,374
+1.0%
0.02%0.0%
Q2 2019$152,000
-14.1%
1,361
-14.1%
0.02%
-13.0%
Q1 2019$177,000
+9.3%
1,584
+0.5%
0.02%
-4.2%
Q4 2018$162,000
-19.8%
1,576
-15.0%
0.02%
-33.3%
Q3 2018$202,000
-2.4%
1,855
+0.7%
0.04%
+16.1%
Q2 2018$207,000
+2.0%
1,843
+0.5%
0.03%0.0%
Q1 2018$203,000
-5.1%
1,8340.0%0.03%
-3.1%
Q4 2017$214,000
+590.3%
1,834
+532.4%
0.03%
+540.0%
Q3 2017$31,000
+3.3%
290
+0.3%
0.01%0.0%
Q2 2017$30,000
+3.4%
289
+0.7%
0.01%
-16.7%
Q1 2017$29,0002870.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders