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 ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders