Robertson Stephens Wealth Management, LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 28,427 shares of VBK stock, worth $8.29 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

28,427

Previous 25,510 11.43%

Holding current value

$8.29 Million

Previous $7.06 Million 19.76%

% of portfolio

0.26%

Previous 0.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$276.51 - $305.12 $806,579 - $890,035	2,917 Added 11.43%	28,427 $8.46 Million
Q2 2025 Jul 24, 2025	SELL	$219.76 - $276.94 $250,526 - $315,711	-1,140 Reduced 4.28%	25,510 $7.06 Million
Q1 2025 Apr 17, 2025	BUY	$247.97 - $296.33 $150,517 - $179,872	607 Added 2.33%	26,650 $6.74 Million
Q4 2024 Jan 27, 2025	SELL	$264.18 - $304.19 $202,890 - $233,617	-768 Reduced 2.86%	26,043 $7.29 Million
Q3 2024 Nov 12, 2024	BUY	$240.48 - $267.94 $6.45 Million - $7.18 Million	26,811 New	26,811 $7.17 Million

Others Institutions Holding VBK

# of Institutions

1,278

Shares Held

45.2M

Call Options Held

45.8K

Put Options Held

26K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Robertson Stephens Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History