Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,152,535
-6.7%
34,347
-1.4%
0.59%
-6.4%
Q2 2023$7,666,612
-8.5%
34,822
-12.4%
0.63%
-13.7%
Q1 2023$8,382,609
+89000.9%
39,743
-13.9%
0.73%
-15.3%
Q4 2022$9,408
-99.9%
46,160
+3.8%
0.86%
+0.1%
Q3 2022$8,358,000
-14.8%
44,463
-10.7%
0.86%
-9.8%
Q2 2022$9,809,000
-9.0%
49,801
+9.9%
0.95%
+0.2%
Q1 2022$10,775,000
+5.8%
45,303
+13.3%
0.95%
+3.5%
Q4 2021$10,189,000
+9.3%
39,991
+1.5%
0.92%
-0.4%
Q3 2021$9,324,000
-5.3%
39,381
-5.1%
0.92%
-5.2%
Q2 2021$9,850,000
+3.5%
41,497
-3.5%
0.97%
-3.4%
Q1 2021$9,517,000
+7.8%
42,998
+0.7%
1.01%
+0.2%
Q4 2020$8,830,000
+3.1%
42,705
-12.1%
1.01%
-1.7%
Q3 2020$8,565,000
-1.0%
48,596
-7.9%
1.02%
+1.0%
Q2 2020$8,652,000
+1889.0%
52,785
+1498.6%
1.01%
+1677.2%
Q1 2020$435,000
+33.0%
3,302
+80.1%
0.06%
+42.5%
Q4 2019$327,000
-28.6%
1,833
-32.9%
0.04%
-33.3%
Q3 2019$458,000
-6.0%
2,732
-5.5%
0.06%
-6.2%
Q2 2019$487,000
-0.2%
2,891
-1.3%
0.06%
-1.5%
Q1 2019$488,000
-4.9%
2,930
-14.4%
0.06%
-13.3%
Q4 2018$513,000
+689.2%
3,424
+719.1%
0.08%
+581.8%
Q3 2018$65,000
+30.0%
418
+34.4%
0.01%
+57.1%
Q2 2018$50,000
+4.2%
311
+0.3%
0.01%0.0%
Q1 2018$48,000
-49.5%
310
-47.3%
0.01%
-50.0%
Q4 2017$95,000
+8.0%
588
-1.2%
0.01%
-6.7%
Q3 2017$88,000
+2.3%
5950.0%0.02%0.0%
Q2 2017$86,000
+4.9%
5950.0%0.02%
-6.2%
Q1 2017$82,000
+2.5%
5950.0%0.02%0.0%
Q4 2016$80,0005950.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders