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Vanguard Mid-Cap ETF shares owned by Robertson Stephens Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap 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 Mid-Cap ETF by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $573k 2.5k 232.62
2023-09-30 $505k 2.4k 208.21
2023-03-31 $250k 1.2k 210.91
2022-06-30 $230k 1.2k 196.92
2022-03-31 $215k 906 237.31
2021-12-31 $246k 967 254.40

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 Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Raymond James Financial Services Advisors
Bank of New York Mellon
Natixis Asset Management Advisors
Royal Bank of Canada
JMG Financial Group
Hanson McClain Advisors

View all funds holding Vanguard Mid-Cap ETF