Robertson Stephens Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,020,303
-19.2%
2,454
-14.0%
0.07%
-22.5%
Q2 2023$1,263,482
-40.7%
2,853
-48.4%
0.09%
-45.7%
Q1 2023$2,130,748
+17.2%
5,528
-2.9%
0.16%
-7.3%
Q4 2022$1,818,430
+367.5%
5,693
+350.8%
0.18%
+331.7%
Q3 2022$389,000
+4.3%
1,263
+10.5%
0.04%
+17.1%
Q2 2022$373,000
-27.9%
1,143
-8.0%
0.04%
-18.6%
Q1 2022$517,000
-38.0%
1,243
-31.7%
0.04%
-38.6%
Q4 2021$834,000
+26.6%
1,820
+10.9%
0.07%
-5.4%
Q3 2021$659,000
+2.0%
1,641
+1.2%
0.07%
-5.1%
Q2 2021$646,000
+11.4%
1,621
+0.1%
0.08%
-16.1%
Q1 2021$580,000
+57.2%
1,619
+54.9%
0.09%
+20.8%
Q4 2020$369,000
-20.6%
1,045
-30.1%
0.08%
-32.5%
Q3 2020$465,0001,4950.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders