Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,663,727
-9.8%
10,431
-6.4%
0.14%
-9.3%
Q2 2023$1,843,947
-1.2%
11,148
-5.1%
0.15%
-6.8%
Q1 2023$1,866,017
+99156.2%
11,753
-0.7%
0.16%
-5.8%
Q4 2022$1,880
-99.9%
11,840
-25.2%
0.17%
-26.5%
Q3 2022$2,271,000
-86.2%
15,838
-85.5%
0.23%
-85.3%
Q2 2022$16,406,000
-11.7%
109,508
+3.7%
1.59%
-2.9%
Q1 2022$18,579,000
-2.0%
105,601
-0.3%
1.64%
-4.1%
Q4 2021$18,949,000
+6.7%
105,947
+1.0%
1.71%
-2.7%
Q3 2021$17,760,000
-5.7%
104,927
-3.2%
1.76%
-5.6%
Q2 2021$18,825,000
-1.9%
108,402
-6.4%
1.86%
-8.4%
Q1 2021$19,190,000
+81.1%
115,872
+55.5%
2.03%
+68.4%
Q4 2020$10,596,000
+29.8%
74,508
+1.0%
1.21%
+23.8%
Q3 2020$8,161,000
-9.7%
73,769
-12.7%
0.98%
-7.8%
Q2 2020$9,037,000
+1493.8%
84,519
+1223.7%
1.06%
+1310.7%
Q1 2020$567,000
+57.1%
6,385
+142.7%
0.08%
+70.5%
Q4 2019$361,000
-3.2%
2,631
-9.2%
0.04%
-10.2%
Q3 2019$373,000
-9.2%
2,898
-7.6%
0.05%
-9.3%
Q2 2019$411,000
-4.4%
3,137
-2.4%
0.05%
-5.3%
Q1 2019$430,000
+4.9%
3,214
-1.7%
0.06%
-5.0%
Q4 2018$410,000
+2828.6%
3,270
+2900.0%
0.06%
+2900.0%
Q3 2018$14,000
-22.2%
109
-16.8%
0.00%
-33.3%
Q2 2018$18,000
-25.0%
131
-28.4%
0.00%
-25.0%
Q1 2018$24,000
-31.4%
183
-27.1%
0.00%
-20.0%
Q4 2017$35,000
+191.7%
251
+167.0%
0.01%
+150.0%
Q3 2017$12,000940.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders