Robertson Stephens Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 26,043 shares of VBK stock, worth $7.39 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
26,043
Previous 26,811
2.86%
Holding current value
$7.39 Million
Previous $7.17 Million
1.74%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,194Shares Held
45.7MCall Options Held
39.5KPut Options Held
27.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.63 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.91MShares$543 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.71MShares$485 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$479 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$414 Million1.12% of portfolio