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Vanguard Small-Cap Value ETF shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.9k 200.79
2022-03-31 $222k 1.3k 175.36
2021-12-31 $488k 2.7k 178.69
2021-09-30 $482k 2.9k 169.12
2021-06-30 $922k 5.3k 173.50
2021-03-31 $839k 5.1k 165.45