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Vanguard Value ETF shares owned by Robertson Stephens Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard 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 Value ETF by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 27k 149.50
2023-09-30 $4.1M 30k 137.93
2023-06-30 $7.6M 53k 142.10
2023-03-31 $13M 94k 138.11
2022-12-31 $20M 144k 140.37
2022-09-30 $6.8M 55k 123.46
2022-06-30 $9.4M 72k 131.88
2022-03-31 $4.4M 30k 147.75
2021-12-31 $9.7M 66k 147.11
2021-09-30 $12M 88k 135.37
2021-06-30 $11M 76k 137.46
2020-03-31 $327k 3.7k 89.17
2019-09-30 $286k 2.6k 111.72