Robertson Stephens Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$584,053
+12.1%
4,5770.0%0.04%
+5.4%
Q2 2023$521,188
-66.9%
4,577
-66.8%
0.04%
-69.4%
Q1 2023$1,575,792
-5.8%
13,795
+0.0%
0.12%
-25.8%
Q4 2022$1,672,831
+18.1%
13,793
+0.0%
0.16%
+10.1%
Q3 2022$1,417,000
+3.4%
13,7880.0%0.15%
+14.7%
Q2 2022$1,371,00013,7880.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders