Robertson Stephens Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,829,063
-38.5%
9,674
-35.4%
0.12%
-41.7%
Q2 2023$2,976,451
-2.2%
14,965
-6.8%
0.21%
-9.8%
Q1 2023$3,044,076
-31.2%
16,059
-33.4%
0.23%
-45.7%
Q4 2022$4,426,084
+67.7%
24,115
+56.1%
0.43%
+56.7%
Q3 2022$2,640,000
-53.3%
15,449
-51.9%
0.28%
-48.5%
Q2 2022$5,656,000
+82.8%
32,119
+120.6%
0.53%
+105.4%
Q1 2022$3,094,000
-38.0%
14,560
-34.1%
0.26%
-38.1%
Q4 2021$4,990,00022,0790.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders