Robertson Stephens Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$295,515
-4.4%
2,055
-0.8%
0.02%
-9.1%
Q2 2023$309,257
+1.1%
2,071
-5.1%
0.02%
-8.3%
Q1 2023$305,916
+0.7%
2,182
-4.5%
0.02%
-20.0%
Q4 2022$303,718
+4.7%
2,2860.0%0.03%0.0%
Q3 2022$290,000
-3.0%
2,2860.0%0.03%
+7.1%
Q2 2022$299,000
-20.9%
2,2860.0%0.03%
-12.5%
Q1 2022$378,000
-9.6%
2,2860.0%0.03%
-8.6%
Q4 2021$418,000
-0.5%
2,286
-0.8%
0.04%
-25.5%
Q3 2021$420,000
-3.2%
2,3040.0%0.05%
-9.6%
Q2 2021$434,000
+6.6%
2,3040.0%0.05%
-20.0%
Q1 2021$407,0002,3040.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders