Robertson Stephens Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1767307
San Francisco, CA
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,381,397
-$16,650 QoQ
Shares Held
16,728
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,381,397 | 16,728 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,398,047 | 17,050 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,363,190 | 17,159 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,220,836 | 34,690 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,040,876 | 36,261 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,880,508 | 36,959 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $11,023,148 | 46,470 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $815,687 | 3,741 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,054,942 | 4,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,009,477 | 4,732 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,829,063 | 9,674 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,976,388 | 14,965 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,044,144 | 16,059 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,426,067 | 24,115 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,640,388 | 15,449 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,656,477 | 32,119 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,094,291 | 14,560 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,990,074 | 22,079 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||