Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$95,117
-6.1%
444
+0.9%
0.01%0.0%
Q2 2023$101,243
+6.3%
4400.0%0.01%0.0%
Q1 2023$95,266
+108156.8%
440
+0.2%
0.01%0.0%
Q4 2022$88
-99.9%
4390.0%0.01%
-11.1%
Q3 2022$86,000
-4.4%
439
-3.5%
0.01%0.0%
Q2 2022$90,000
+104.5%
455
+155.6%
0.01%
+125.0%
Q1 2022$44,000
-18.5%
178
-6.3%
0.00%
-20.0%
Q4 2021$54,000
+1.9%
1900.0%0.01%0.0%
Q3 2021$53,000
+1.9%
190
+6.7%
0.01%0.0%
Q2 2021$52,000
+6.1%
1780.0%0.01%0.0%
Q1 2021$49,000
+2.1%
1780.0%0.01%0.0%
Q4 2020$48,000
+26.3%
1780.0%0.01%0.0%
Q3 2020$38,000
+5.6%
1780.0%0.01%
+25.0%
Q2 2020$36,000
+24.1%
178
-9.2%
0.00%0.0%
Q1 2020$29,000
-17.1%
196
+10.1%
0.00%0.0%
Q4 2019$35,000
+9.4%
1780.0%0.00%0.0%
Q3 2019$32,000
-3.0%
1780.0%0.00%0.0%
Q2 2019$33,0000.0%1780.0%0.00%0.0%
Q1 2019$33,000
+10.0%
1780.0%0.00%0.0%
Q4 2018$30,0000.0%1780.0%0.00%
-20.0%
Q3 2018$30,000
-6.2%
1780.0%0.01%0.0%
Q2 2018$32,000
+6.7%
1780.0%0.01%0.0%
Q1 2018$30,000
-73.2%
178
-73.1%
0.01%
-70.6%
Q4 2017$112,000
+300.0%
661
+271.3%
0.02%
+240.0%
Q3 2017$28,000
+7.7%
1780.0%0.01%0.0%
Q2 2017$26,000
+4.0%
1780.0%0.01%0.0%
Q1 2017$25,000
+4.2%
178
+0.6%
0.01%0.0%
Q4 2016$24,0001770.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders