Robertson Stephens Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 35,668 shares of VOE stock, worth $5.88 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
35,668
Previous 35,777
0.3%
Holding current value
$5.88 Million
Previous $6 Million
3.8%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,143Shares Held
70.6MCall Options Held
31KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$771 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$755 Million0.06% of portfolio
-
Assetmark, Inc3.93MShares$648 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$525 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$507 Million0.04% of portfolio