VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 168,543 Value ($000) $56,508 Avg Close Range
Q3 2025
Shares 178,821 Value ($000) $58,839 Avg Close Range
Q2 2025
Shares 186,179 Value ($000) $56,719 Avg Close Range
Q1 2025
Shares 145,865 Value ($000) $40,090 Avg Close Range
Q4 2024
Shares 141,470 Value ($000) $40,999 Avg Close Range
Q3 2024
Shares 135,204 Value ($000) $38,402 Avg Close Range
Q2 2024
Shares 117,563 Value ($000) $31,561 Avg Close Range
Q1 2024
Shares 55,846 Value ($000) $14,514 Avg Close Range
Q4 2023
Shares 55,563 Value ($000) $13,181 Avg Close Range
Q3 2023
Shares 55,433 Value ($000) $11,775 Avg Close Range
Q2 2023
Shares 37,560 Value ($000) $8,274 Avg Close Range
Q1 2023
Shares 51,142 Value ($000) $10,438 Avg Close Range
Q4 2022
Shares 61,033 Value ($000) $11,669 Avg Close Range
Q3 2022
Shares 33,210 Value ($000) $5,960 Avg Close Range
Q2 2022
Shares 36,653 Value ($000) $6,913 Avg Close Range
Q1 2022
Shares 28,734 Value ($000) $6,541 Avg Close Range
Q4 2021
Shares 28,312 Value ($000) $6,835 Avg Close Range
Q3 2021
Shares 28,983 Value ($000) $6,436 Avg Close Range
Q2 2021
Shares 32,182 Value ($000) $7,170 Avg Close Range
Q1 2021
Shares 30,899 Value ($000) $6,386 Avg Close Range
Q4 2020
Shares 29,097 Value ($000) $5,663 Avg Close Range
Q3 2020
Shares 27,324 Value ($000) $4,653 Avg Close Range
Q2 2020
Shares 25,209 Value ($000) $3,945 Avg Close Range
Q1 2020
Shares 27,861 Value ($000) $3,592 Avg Close Range
Q4 2019
Shares 3,263 Value ($000) $533 Avg Close Range
Q3 2019
Shares 3,256 Value ($000) $492 Avg Close Range
Q2 2019
Shares 3,251 Value ($000) $488 Avg Close Range
Q1 2019
Shares 3,246 Value ($000) $470 Avg Close Range
Q4 2018
Shares 3,240 Value ($000) $413 Avg Close Range