Robertson Stephens Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
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 33,653 shares of VOE stock, worth $5.86 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
33,653
Previous 35,116
4.17%
Holding current value
$5.86 Million
Previous $5.59 Million
0.91%
% of portfolio
0.18%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding VOE
# of Institutions
1,251Shares Held
71MCall Options Held
37.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$803 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$743 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$720 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$532 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$477 Million0.09% of portfolio