Robertson Stephens Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

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 25,510 shares of VBK stock, worth $7.82 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
25,510
Previous 26,650 4.28%
Holding current value
$7.82 Million
Previous $6.74 Million 4.79%
% of portfolio
0.23%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$219.76 - $276.94 $250,526 - $315,711
-1,140 Reduced 4.28%
25,510 $7.06 Million
Q1 2025

Apr 17, 2025
BUY
$247.97 - $296.33 $150,517 - $179,872
607 Added 2.33%
26,650 $6.74 Million
Q4 2024

Jan 27, 2025
SELL
$264.18 - $304.19 $202,890 - $233,617
-768 Reduced 2.86%
26,043 $7.29 Million
Q3 2024

Nov 12, 2024
BUY
$240.48 - $267.94 $6.45 Million - $7.18 Million
26,811 New
26,811 $7.17 Million

Others Institutions Holding VBK

# of Institutions
1,248
Shares Held
44.6M
Call Options Held
63.2K
Put Options Held
44.5K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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