Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$63,721,761
+1.6%
461,986
+4.7%
5.25%
+2.0%
Q2 2023$62,724,054
+6.2%
441,407
+3.2%
5.15%
+0.2%
Q1 2023$59,056,251
+105485.8%
427,603
+7.3%
5.14%
+0.4%
Q4 2022$55,932
-99.9%
398,458
+2.1%
5.12%
+3.2%
Q3 2022$48,180,000
+10.6%
390,183
+18.1%
4.96%
+17.2%
Q2 2022$43,556,000
-6.4%
330,271
+4.9%
4.23%
+3.0%
Q1 2022$46,511,000
+6.1%
314,733
+5.6%
4.10%
+3.8%
Q4 2021$43,835,000
+11.7%
297,974
+2.8%
3.96%
+1.8%
Q3 2021$39,246,000
-0.2%
289,913
+1.4%
3.88%
-0.1%
Q2 2021$39,315,000
+4.9%
286,007
+0.3%
3.89%
-2.1%
Q1 2021$37,496,000
-24.8%
285,225
-32.0%
3.97%
-30.1%
Q4 2020$49,865,000
+5.8%
419,172
-7.0%
5.68%
+0.9%
Q3 2020$47,126,000
+0.8%
450,924
-3.9%
5.63%
+2.9%
Q2 2020$46,740,000
+16.1%
469,328
+3.8%
5.47%
+2.9%
Q1 2020$40,253,000
-20.2%
451,974
+7.3%
5.32%
-13.5%
Q4 2019$50,472,000
+12240.3%
421,129
+11384.3%
6.15%
+11285.2%
Q3 2019$409,000
+1.0%
3,667
+1.1%
0.05%
+1.9%
Q2 2019$405,000
+1.2%
3,6280.0%0.05%0.0%
Q1 2019$400,000
+6.7%
3,628
+0.6%
0.05%
-3.6%
Q4 2018$375,000
-8.3%
3,606
-4.6%
0.06%
-23.6%
Q3 2018$409,000
+3.0%
3,778
+0.6%
0.07%
+22.0%
Q2 2018$397,000
+0.3%
3,757
-0.5%
0.06%
-1.7%
Q1 2018$396,000
-18.4%
3,776
-13.0%
0.06%
-16.7%
Q4 2017$485,000
+325.4%
4,341
+285.5%
0.07%
+278.9%
Q3 2017$114,000
+165.1%
1,126
+158.3%
0.02%
+137.5%
Q2 2017$43,000
+4.9%
436
+0.7%
0.01%0.0%
Q1 2017$41,0000.0%433
+0.5%
0.01%0.0%
Q4 2016$41,000
-86.9%
431
-89.4%
0.01%
-90.2%
Q3 2015$313,000
-7.9%
4,081
+0.0%
0.08%
-9.9%
Q2 2015$340,000
-0.3%
4,079
+0.1%
0.09%
-3.2%
Q1 2015$341,000
-0.9%
4,0740.0%0.09%
-13.8%
Q4 2014$344,000
+4.2%
4,074
+0.1%
0.11%
+2.8%
Q3 2014$330,0004,0690.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders