Form 13-F position report

VANGUARD FTSE DEVELOPED MARKET

Reported by Robertson Stephens Wealth Management LLC

VEA CUSIP 921943858 Manager CIK 0001767307

Reported 661,063 shares, up 85,751 (14.9%) from the prior quarter.

Reported value 17.5%; share count 14.9% vs. the prior quarter.

Added
% of reported 13F value 2.16% This manager · Q2 2023
Shares 661,063 Quarter-end amount reported
Reported value $30,527,896 Fair value at quarter end
Consecutive quarters held 19 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 38845000
2022-03-31 45809000
2022-06-30 37568000
2022-09-30 10383000
2022-12-31 8181087
2023-03-31 25986851
2023-06-30 30527896
2023-09-30 31903116
2023-12-31 39753494
2024-03-31 42177625
2024-06-30 42492958
2024-09-30 69540575
2024-12-31 75726429
2025-03-31 91856325
2025-06-30 105019273
2025-09-30 122656579
2025-12-31 135112888
2026-03-31 171049008
2026-06-30 207890241
2026-09-30 221685886

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD FTSE DEVELOPED MARKET held by Robertson Stephens Wealth Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 3,139,582 +221,824 (7.6%) 5.35% $221,685,886 2026-10-16
Q2 2026 Added 2,917,758 +248,454 (9.3%) 5.12% $207,890,241 2026-07-29
Q1 2026 Added 2,669,304 +506,460 (23.4%) 4.79% $171,049,008 2026-04-28
Q4 2025 Added 2,162,844 +115,839 (5.7%) 3.52% $135,112,888 2026-02-02
Q3 2025 Added 2,047,005 +204,885 (11.1%) 3.7% $122,656,579 2025-11-12
Q2 2025 Added 1,842,120 +34,992 (1.9%) 3.34% $105,019,273 2025-07-24
Q1 2025 Added 1,807,128 +223,556 (14.1%) 3.16% $91,856,325 2025-04-17
Q4 2024 Added 1,583,572 +266,765 (20.3%) 2.68% $75,726,429 2025-01-27
Q3 2024 Added 1,316,807 +456,974 (53.1%) 2.52% $69,540,575 2024-11-12
Q2 2024 Added 859,833 +19,139 (2.3%) 2.14% $42,492,958 2024-08-13
Q1 2024 Added 840,694 +10,767 (1.3%) 2.24% $42,177,625 2024-05-15
Q4 2023 Added 829,927 +100,213 (13.7%) 2.42% $39,753,494 2024-02-06
Q3 2023 Added 729,714 +68,651 (10.4%) 2.15% $31,903,116 2023-11-13
Q2 2023 Added 661,063 +85,751 (14.9%) 2.16% $30,527,896 2023-08-11
Q1 2023 Added 575,312 +380,385 (195.1%) 2.0% $25,986,851 2023-05-11
Q4 2022 Reduced 194,927 -90,655 (-31.7%) 0.8% $8,181,087 2023-02-14
Q3 2022 Reduced 285,582 -635,217 (-69.0%) 1.08% $10,383,000 2022-11-14
Q2 2022 Reduced 920,799 -32,970 (-3.5%) 3.54% $37,568,000 2022-08-12
Q1 2022 Added 953,769 +192,981 (25.4%) 3.85% $45,809,000 2022-05-16
Q4 2021 Added 760,788 +35,320 (4.9%) 3.27% $38,845,000 2022-02-14
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1996 managers reported VANGUARD FTSE DEVELOPED MARKET for Q2 2023.

Managers reporting VANGUARD FTSE DEVELOPED MARKET in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 145,060,881 +1,422,638 0.7% $6,698,911,499 41 qtrs
Creative Planning Added 122,405,892 +6,390,499 7.53% $5,652,704,090 41 qtrs
Betterment LLC Added 105,288,084 +1,631,402 15.07% $4,862,204,000 35 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 93,672,150 -22,610,196 1.92% $4,325,779,884 41 qtrs
JONES FINANCIAL COMPANIES LLLP Added 74,844,762 +707,698 5.51% $3,456,331,098 30 qtrs
WELLS FARGO & COMPANY MN Added 61,086,352 +1,884,312 0.78% $2,820,967,761 41 qtrs
Wealthfront Advisers LLC Reduced 52,976,612 -137,195 10.37% $2,446,077,664 19 qtrs
MORGAN STANLEY Added 52,828,794 +3,512,243 0.24% $2,439,633,931 41 qtrs
The Goldman Sachs Group Inc Added 42,912,822 +128,862 0.42% $1,981,714,123 41 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 42,056,946 +1,856,585 2.51% $1,942,189,730 41 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 11, 2023
Filing type
13F-HR
Position type
VAN FTSE DEV MKT

Voting authority reported

Sole
0
Shared
0
None
661,063

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.