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Vanguard Energy ETF shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy 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 Energy ETF by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $540k 4.6k 117.28
2023-09-30 $584k 4.6k 127.61
2023-06-30 $521k 4.6k 113.87
2023-03-31 $1.6M 14k 114.23
2022-12-31 $1.7M 14k 121.28
2022-09-30 $1.4M 14k 102.77
2022-06-30 $1.4M 14k 99.43

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding Vanguard Energy ETF

Bank of America Corporation
UBS Group
Beacon Capital Management
Wealthfront Advisers
Wells Fargo & Company
Main Management ETF Advisors
SCS Capital Management
Royal Bank of Canada
Stifel Financial
Main Management
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
HighTower Advisors
Empower Advisory Group

View all funds holding Vanguard Energy ETF