Robertson Stephens Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $3.21 Billion
- Q3 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 17,159 shares of VB stock, worth $4.29 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
17,159
Previous 34,690
50.54%
Holding current value
$4.29 Million
Previous $8.22 Million
46.92%
% of portfolio
0.14%
Previous 0.27%
Shares
16 transactions
Others Institutions Holding VB
# of Institutions
2,481Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio