Robertson Stephens Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,350,599
+55.9%
17,681
+72.5%
0.09%
+49.2%
Q2 2023$866,126
-13.4%
10,252
-14.9%
0.06%
-20.8%
Q1 2023$1,000,591
-22.1%
12,050
-22.7%
0.08%
-38.4%
Q4 2022$1,285,136
-20.5%
15,581
-22.7%
0.12%
-26.0%
Q3 2022$1,616,000
+5.6%
20,168
+20.1%
0.17%
+17.4%
Q2 2022$1,530,000
-5.0%
16,793
+12.9%
0.14%
+6.7%
Q1 2022$1,611,000
-8.8%
14,869
-2.4%
0.14%
-9.4%
Q4 2021$1,766,000
+80.9%
15,228
+58.7%
0.15%
+35.5%
Q3 2021$976,000
-0.8%
9,595
-0.8%
0.11%
-6.8%
Q2 2021$984,000
+68.2%
9,669
+51.6%
0.12%
+25.5%
Q1 2021$585,0006,3780.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders