Robertson Stephens Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,774,506
+42.3%
55,433
+47.6%
0.79%
+35.7%
Q2 2023$8,273,800
-20.7%
37,560
-26.6%
0.58%
-27.1%
Q1 2023$10,438,191
-10.5%
51,142
-16.2%
0.80%
-29.3%
Q4 2022$11,668,923
+95.8%
61,033
+83.8%
1.14%
+82.6%
Q3 2022$5,960,000
-13.8%
33,210
-9.4%
0.62%
-4.6%
Q2 2022$6,913,000
+5.7%
36,653
+27.6%
0.65%
+18.8%
Q1 2022$6,541,000
-4.3%
28,734
+1.5%
0.55%
-4.5%
Q4 2021$6,835,000
+6.2%
28,312
-2.3%
0.58%
-20.9%
Q3 2021$6,436,000
-10.2%
28,983
-9.9%
0.73%
-15.6%
Q2 2021$7,170,000
+12.3%
32,182
+4.2%
0.86%
-15.7%
Q1 2021$6,386,000
+12.8%
30,899
+6.2%
1.02%
-13.8%
Q4 2020$5,663,000
+21.7%
29,097
+6.5%
1.18%
+3.6%
Q3 2020$4,653,000
+17.9%
27,324
+8.4%
1.14%
+0.4%
Q2 2020$3,945,000
+9.8%
25,209
-9.5%
1.14%
-7.3%
Q1 2020$3,592,000
+573.9%
27,861
+753.8%
1.23%
+356.1%
Q4 2019$533,000
+8.3%
3,263
+0.2%
0.27%
+8.0%
Q3 2019$492,000
+0.8%
3,256
+0.2%
0.25%
-47.6%
Q2 2019$488,000
+3.8%
3,251
+0.2%
0.48%
+18.2%
Q1 2019$470,000
+13.8%
3,246
+0.2%
0.40%
-2.7%
Q4 2018$413,0003,2400.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders