Baystate Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$415,915
-41.6%
1,958
-39.5%
0.03%
-41.4%
Q2 2023$712,527
+8.3%
3,234
+0.3%
0.06%
+1.8%
Q1 2023$658,037
+118039.5%
3,224
+10.6%
0.06%
+11.8%
Q4 2022$557
-99.9%
2,915
+27.1%
0.05%
+21.4%
Q3 2022$412,000
-30.9%
2,294
-27.4%
0.04%
-27.6%
Q2 2022$596,000
-16.9%
3,159
+0.4%
0.06%
-7.9%
Q1 2022$717,000
-5.4%
3,147
+0.2%
0.06%
-7.4%
Q4 2021$758,000
+9.4%
3,140
+0.6%
0.07%
-1.4%
Q3 2021$693,000
+3365.0%
3,122
+3447.7%
0.07%
+3350.0%
Q2 2021$20,000
+11.1%
880.0%0.00%0.0%
Q1 2021$18,000
+5.9%
880.0%0.00%0.0%
Q4 2020$17,000
+13.3%
880.0%0.00%0.0%
Q3 2020$15,000
-79.5%
88
-81.2%
0.00%
-77.8%
Q2 2020$73,000
+563.6%
468
+437.9%
0.01%
+800.0%
Q1 2020$11,000
-83.1%
87
-78.2%
0.00%
-87.5%
Q4 2019$65,000
-50.0%
399
-53.6%
0.01%
-52.9%
Q3 2019$130,000
+0.8%
859
+0.5%
0.02%0.0%
Q2 2019$129,000
+1.6%
855
+0.4%
0.02%0.0%
Q1 2019$127,000
+9.5%
852
+0.6%
0.02%0.0%
Q4 2018$116,000
-41.4%
847
-39.0%
0.02%
-51.4%
Q3 2018$198,000
+15.1%
1,388
+15.7%
0.04%
+40.0%
Q2 2018$172,000
+1.2%
1,200
-2.8%
0.02%
-3.8%
Q1 2018$170,000
-4.5%
1,235
+0.4%
0.03%0.0%
Q4 2017$178,000
+22.8%
1,230
+10.8%
0.03%
+8.3%
Q3 2017$145,000
-7.6%
1,110
-10.5%
0.02%
-14.3%
Q2 2017$157,000
+18.0%
1,240
+12.0%
0.03%
+7.7%
Q1 2017$133,000
+51.1%
1,107
+47.4%
0.03%
+52.9%
Q4 2016$88,0007510.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders