Vanguard Financials ETF shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 60k | 131.24 |
| 2025-06-30 | $7.5M | 59k | 127.30 |
| 2025-03-31 | $7.1M | 60k | 119.47 |
| 2024-12-31 | $7.0M | 59k | 118.07 |
| 2024-09-30 | $7.9M | 71k | 110.46 |
| 2024-03-31 | $2.9M | 28k | 102.39 |
| 2023-12-31 | $1.8M | 20k | 92.26 |
| 2023-09-30 | $1.6M | 20k | 80.82 |
| 2023-06-30 | $1.8M | 22k | 81.68 |
| 2023-03-31 | $1.9M | 24k | 77.89 |
| 2022-12-31 | $1.8M | 22k | 82.73 |
| 2022-09-30 | $718k | 9.6k | 74.82 |
| 2022-06-30 | $852k | 11k | 77.15 |
| 2022-03-31 | $688k | 7.4k | 93.33 |
| 2021-12-31 | $711k | 7.4k | 96.45 |
| 2021-09-30 | $680k | 7.3k | 93.11 |
| 2021-06-30 | $660k | 7.3k | 90.37 |
| 2021-03-31 | $877k | 10k | 84.41 |
| 2020-12-31 | $713k | 9.8k | 72.81 |
| 2020-09-30 | $572k | 9.8k | 58.42 |
More positions owned by Robertson Stephens Wealth Management
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