Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 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 Q1 2022
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders