Robertson Stephens Wealth Management, LLC Vanguard Large Cap 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 Large Cap ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 2,406 shares of VV stock, worth $741,432. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,406
              Previous 2,406
              
        
           -0.0%
        
      
          
        Holding current value
$741,432
            Previous $614,000
            
        
           11.73%
        
      
          
        % of portfolio
0.02%
            Previous 0.02%
          
        Shares
	  3 transactions
	
  Others Institutions Holding VV
# of Institutions
1,384Shares Held
106MCall Options Held
27.7KPut Options Held
10.6K- 
    
      Jones Financial Companies Lllp16.8MShares$5.17 Billion3.65% of portfolio
- 
    
      Creative Planning Overland Park, KS12.6MShares$3.88 Billion3.09% of portfolio
- 
    
      National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.02 Billion15.14% of portfolio
- 
    
      Vanguard Group Inc Valley Forge, PA3.59MShares$1.11 Billion0.02% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC2.93MShares$902 Million0.06% of portfolio