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Vanguard Malvern Fds shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Vanguard Malvern Fds (VSDB) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds 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 Malvern Fds by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 19k 76.64
2025-06-30 $429k 5.6k 76.18

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

Top funds holding Vanguard Malvern Fds

Vestor Capital Corp
Pinnacle Financial Group, LLC / IL
Keystone Financial Group
Robertson Stephens Wealth Management
Mills Wealth Advisors
Prospera Financial Services
Citadel Advisors
Kestra Advisory Services
North Star Investment Management
Werba Rubin Papier Wealth Management
Concord Wealth Partners
CWM
Hazlett, Burt & Watson
Westfuller Advisors
UBS Group

View all funds holding Vanguard Malvern Fds