Robertson Stephens Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Robertson Stephens Wealth Management, LLC

$2.84 Billion
Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 44,453 shares of VOT stock, worth $11.9 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

44,453

Previous 43,268 2.74%

Holding current value

$11.9 Million

Previous $11 Million 1.17%

% of portfolio

0.38%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$237.72 - $276.98 $281,698 - $328,221	1,185 Added 2.74%	44,453 $10.9 Million
Q4 2024 Jan 27, 2025	SELL	$241.48 - $274.89 $377,916 - $430,202	-1,565 Reduced 3.49%	43,268 $11 Million
Q3 2024 Nov 12, 2024	BUY	$218.05 - $243.47 $9.78 Million - $10.9 Million	44,833 New	44,833 $10.9 Million
Q4 2022 Feb 14, 2023	BUY	$165.84 - $193.83 $188,725 - $220,578	1,138 New	1,138 $204,000
Q2 2022 Aug 12, 2022	SELL	$167.96 - $227.2 $191,138 - $258,553	-1,138 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$199.76 - $251.37 $227,326 - $286,059	1,138 New	1,138 $253,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

Robertson Stephens Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History