Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 869 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.48 and the average weighting 0.9%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,990,421
-2.3%
15,281
+1.2%
0.25%
-2.0%
Q2 2023$3,061,336
+20.3%
15,101
+10.9%
0.25%
+13.6%
Q1 2023$2,544,337
+73393.3%
13,619
-31.5%
0.22%
-30.3%
Q4 2022$3,462
-99.8%
19,874
+69.2%
0.32%
+60.1%
Q3 2022$1,921,000
+46.6%
11,744
+54.5%
0.20%
+55.9%
Q2 2022$1,310,000
+258.9%
7,602
+334.2%
0.13%
+296.9%
Q1 2022$365,000
-28.7%
1,751
-24.4%
0.03%
-30.4%
Q4 2021$512,000
+337.6%
2,316
+297.3%
0.05%
+283.3%
Q3 2021$117,000
+77.3%
583
+77.2%
0.01%
+71.4%
Q2 2021$66,000
+8.2%
329
+0.3%
0.01%
+16.7%
Q1 2021$61,000
+35.6%
328
+27.1%
0.01%
+20.0%
Q4 2020$45,000
+12.5%
258
+0.4%
0.01%0.0%
Q3 2020$40,000
+8.1%
257
+0.4%
0.01%
+25.0%
Q2 2020$37,000
+5.7%
256
-14.4%
0.00%
-20.0%
Q1 2020$35,000
+2.9%
299
+30.6%
0.01%
+25.0%
Q4 2019$34,000
+9.7%
229
+0.4%
0.00%0.0%
Q3 2019$31,0000.0%228
+0.9%
0.00%0.0%
Q2 2019$31,000
+3.3%
2260.0%0.00%0.0%
Q1 2019$30,000
+7.1%
226
+0.9%
0.00%0.0%
Q4 2018$28,000
-3.4%
224
+0.4%
0.00%
-20.0%
Q3 2018$29,000
+3.6%
223
+0.5%
0.01%
+25.0%
Q2 2018$28,000
+3.7%
222
+0.5%
0.00%0.0%
Q1 2018$27,000
-6.9%
2210.0%0.00%0.0%
Q4 2017$29,000
+11.5%
2210.0%0.00%0.0%
Q3 2017$26,000
+4.0%
2210.0%0.00%0.0%
Q2 2017$25,000
+4.2%
2210.0%0.00%
-20.0%
Q1 2017$24,000
+4.3%
221
+0.5%
0.01%0.0%
Q4 2016$23,0002200.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders