Robertson Stephens Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,907,369
-5.1%
9,7490.0%0.13%
-9.2%
Q2 2023$2,010,537
+7.0%
9,749
-1.2%
0.14%
-2.1%
Q1 2023$1,879,191
+3.1%
9,864
-1.1%
0.14%
-18.1%
Q4 2022$1,822,382
+42.6%
9,978
+23.5%
0.18%
+33.1%
Q3 2022$1,278,000
-7.8%
8,077
-4.8%
0.13%
+1.5%
Q2 2022$1,386,000
-4.5%
8,488
+13.7%
0.13%
+7.4%
Q1 2022$1,452,000
-8.0%
7,467
-4.1%
0.12%
-8.3%
Q4 2021$1,579,000
+13.8%
7,783
+5.6%
0.13%
-15.3%
Q3 2021$1,388,000
-10.2%
7,367
-6.4%
0.16%
-15.6%
Q2 2021$1,545,000
+10.8%
7,867
+6.8%
0.19%
-16.6%
Q1 2021$1,394,000
+11.3%
7,3670.0%0.22%
-14.9%
Q4 2020$1,252,000
+17.4%
7,3670.0%0.26%0.0%
Q3 2020$1,066,0007,3670.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders