Robertson Stephens Wealth Management, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 43,268 shares of VOT stock, worth $10.8 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
43,268
Previous 44,833
3.49%
Holding current value
$10.8 Million
Previous $10.9 Million
0.59%
% of portfolio
0.4%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
1,056Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$775 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$719 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$679 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$572 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$464 Million0.34% of portfolio