Robertson Stephens Wealth Management, LLC

Position in VXF — Vanguard Extended Market ETF

CIK 1767307 San Francisco, CA

Position in VXF

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$206,211

-$7,091 QoQ

Shares Held

1,002

-1.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$206,211	1,002	-1.8%	Shares	Sole	2026-04-28
2025-12-31	$213,302	1,020	-14.9%	Shares	Sole	2026-02-02
2025-09-30	$250,789	1,198	-5.8%	Shares	Sole	2025-11-12
2025-06-30	$245,127	1,272	0.0%	Shares	Sole	2025-07-24
2025-03-31	$219,114	1,272	-57.6%	Shares	Sole	2025-04-17
2024-12-31	$569,560	2,998	+4.2%	Shares	Sole	2025-01-27
2024-09-30	$523,767	2,878	+55.7%	Shares	Sole	2024-11-12
2024-06-30	$312,092	1,849	0.0%	Shares	Sole	2024-08-13
2024-03-31	$324,074	1,849	0.0%	Shares	Sole	2024-05-15
2023-12-31	$304,012	1,849	-10.0%	Shares	Sole	2024-02-06
2023-09-30	$294,543	2,055	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$308,226	2,071	-5.1%	Shares	Sole	2023-08-11
2023-03-31	$305,916	2,182	-4.5%	Shares	Sole	2023-05-11
2022-12-31	$303,717	2,286	0.0%	Shares	Sole	2023-02-14
2022-09-30	$290,573	2,286	0.0%	Shares	Sole	2022-11-14
2022-06-30	$299,694	2,286	0.0%	Shares	Sole	2022-08-12
2022-03-31	$378,698	2,286	0.0%	Shares	Sole	2022-05-16
2021-12-31	$418,017	2,286	-0.8%	Shares	Sole	2022-02-14
2021-09-30	$420,157	2,304	0.0%	Shares	Sole	2021-11-10
2021-06-30	$434,511	2,304	0.0%	Shares	Sole	2021-08-17
2021-03-31	$407,600	2,304	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.