Robertson Stephens Wealth Management, LLC Vanguard Financial 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 Financial ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 58,836 shares of VFH stock, worth $7.45 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
58,836
Previous 59,722
1.48%
Holding current value
$7.45 Million
Previous $7.05 Million
6.26%
% of portfolio
0.24%
Previous 0.25%
Shares
17 transactions
Others Institutions Holding VFH
# of Institutions
790Shares Held
54.3MCall Options Held
81.7KPut Options Held
3.9K-
Bank Of America Corp Charlotte, NC22.9MShares$2.9 Billion0.22% of portfolio
-
Morgan Stanley New York, NY3.4MShares$431 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$228 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$213 Million0.05% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.38MShares$174 Million3.64% of portfolio