Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$827,221
-19.4%
4,375
-15.2%
0.07%
-19.0%
Q2 2023$1,026,505
+61.1%
5,161
+53.6%
0.08%
+52.7%
Q1 2023$637,260
+50038.5%
3,361
-51.5%
0.06%
-52.6%
Q4 2022$1,271
-99.9%
6,925
+6.9%
0.12%
+1.8%
Q3 2022$1,107,000
-4.0%
6,477
-1.0%
0.11%
+1.8%
Q2 2022$1,153,000
+7.0%
6,544
+29.0%
0.11%
+17.9%
Q1 2022$1,078,000
+116.9%
5,073
+130.9%
0.10%
+111.1%
Q4 2021$497,000
+392.1%
2,197
+375.5%
0.04%
+350.0%
Q3 2021$101,000
+1342.9%
462
+1390.3%
0.01%
+900.0%
Q2 2021$7,0000.0%310.0%0.00%0.0%
Q1 2021$7,000
+16.7%
310.0%0.00%0.0%
Q4 2020$6,000
-66.7%
31
-73.0%
0.00%
-50.0%
Q3 2020$18,000
+5.9%
115
+0.9%
0.00%0.0%
Q2 2020$17,000
+6.2%
114
-15.6%
0.00%0.0%
Q1 2020$16,000
-27.3%
1350.0%0.00%
-33.3%
Q4 2019$22,000
-43.6%
135
-46.2%
0.00%
-40.0%
Q3 2019$39,0000.0%251
+0.8%
0.01%0.0%
Q2 2019$39,0000.0%2490.0%0.01%0.0%
Q1 2019$39,000
+5.4%
249
-1.6%
0.01%0.0%
Q4 2018$37,000
-2.6%
253
+0.4%
0.01%
-28.6%
Q3 2018$38,000
+72.7%
252
+85.3%
0.01%
+133.3%
Q2 2018$22,000
-21.4%
136
-26.9%
0.00%
-25.0%
Q1 2018$28,000
+33.3%
186
+36.8%
0.00%
+33.3%
Q4 2017$21,000
+10.5%
1360.0%0.00%0.0%
Q3 2017$19,000
-69.4%
136
-70.1%
0.00%
-72.7%
Q2 2017$62,000
+3.3%
4550.0%0.01%
-8.3%
Q1 2017$60,0000.0%4550.0%0.01%0.0%
Q4 2016$60,000
+62.2%
455
+13.8%
0.01%
-33.3%
Q2 2013$37,0004000.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders