Robertson Stephens Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,445 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.65 and the average weighting 2.5%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$84,798,958
-2.8%
215,122
+0.8%
5.72%
-7.3%
Q2 2023$87,238,866
+11.9%
213,368
+2.9%
6.17%
+2.9%
Q1 2023$77,974,442
+13.7%
207,340
+6.2%
6.00%
-10.2%
Q4 2022$68,574,808
+12.9%
195,180
+6.0%
6.68%
+5.4%
Q3 2022$60,733,000
+4.6%
184,169
+10.5%
6.34%
+15.8%
Q2 2022$58,042,000
-17.4%
166,641
-1.6%
5.48%
-7.3%
Q1 2022$70,295,000
+10.4%
169,316
+16.1%
5.90%
+10.2%
Q4 2021$63,689,000
+10.8%
145,886
+0.5%
5.36%
-17.4%
Q3 2021$57,459,000
+5.2%
145,205
+5.0%
6.49%
-1.0%
Q2 2021$54,602,000
+21.8%
138,285
+12.4%
6.56%
-8.5%
Q1 2021$44,822,000
+32.5%
123,038
+25.0%
7.17%
+1.4%
Q4 2020$33,836,000
+33.2%
98,449
+19.7%
7.07%
+13.3%
Q3 2020$25,403,000
+29.7%
82,224
+19.5%
6.24%
+10.4%
Q2 2020$19,592,000
+97.2%
68,780
+64.0%
5.65%
+66.6%
Q1 2020$9,935,000
+1778.1%
41,951
+2244.9%
3.39%
+1170.8%
Q4 2019$529,000
-10.9%
1,789
-17.6%
0.27%
-11.3%
Q3 2019$594,0002,1700.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders