Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,889,150
+4.3%
21,626
+8.3%
0.48%
+4.5%
Q2 2023$5,649,060
+40.6%
19,964
+24.0%
0.46%
+32.6%
Q1 2023$4,017,639
+151623.5%
16,106
+29.6%
0.35%
+44.6%
Q4 2022$2,648
-99.9%
12,427
+29.8%
0.24%
+14.7%
Q3 2022$2,049,000
-6.4%
9,574
-2.5%
0.21%
-0.5%
Q2 2022$2,188,000
-20.1%
9,818
+3.1%
0.21%
-12.4%
Q1 2022$2,739,000
+18.6%
9,521
+32.3%
0.24%
+16.3%
Q4 2021$2,309,000
+130.7%
7,195
+108.6%
0.21%
+110.1%
Q3 2021$1,001,000
+9.8%
3,450
+8.5%
0.10%
+10.0%
Q2 2021$912,000
+9.6%
3,179
-1.7%
0.09%
+2.3%
Q1 2021$832,000
-5.7%
3,235
-7.0%
0.09%
-12.0%
Q4 2020$882,000
+16.7%
3,480
+4.8%
0.10%
+11.1%
Q3 2020$756,000
+17.4%
3,320
+4.2%
0.09%
+20.0%
Q2 2020$644,000
+44.1%
3,186
+11.8%
0.08%
+27.1%
Q1 2020$447,000
+147.0%
2,851
+186.5%
0.06%
+168.2%
Q4 2019$181,000
-42.7%
995
-47.6%
0.02%
-47.6%
Q3 2019$316,000
+1.3%
1,899
+0.4%
0.04%
+2.4%
Q2 2019$312,000
-84.4%
1,892
-84.6%
0.04%
-84.5%
Q1 2019$1,998,000
+12.5%
12,252
-0.8%
0.26%
+1.9%
Q4 2018$1,776,000
+3250.9%
12,348
+3438.1%
0.26%
+2777.8%
Q3 2018$53,000
-1.9%
3490.0%0.01%
+12.5%
Q2 2018$54,000
-10.0%
349
-16.7%
0.01%
-11.1%
Q1 2018$60,000
-32.6%
419
-29.0%
0.01%
-30.8%
Q4 2017$89,000
+12.7%
5900.0%0.01%0.0%
Q3 2017$79,0005900.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders