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Robertson Stephens Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Robertson Stephens Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.53M Sell
14,956
-1,772
-11% -$508K 0.11% 132
2026
Q1 		$4.38M Sell
16,728
-322
-2% -$87.1K 0.12% 134
2025
Q4 		$4.4M Sell
17,050
-109
-0.6% -$27.9K 0.11% 129
2025
Q3 		$4.38M Sell
17,159
-17,531
-51% -$4.35M 0.13% 116
2025
Q2 		$8.25M Sell
34,690
-1,571
-4% -$350K 0.26% 72
2025
Q1 		$8.04M Sell
36,261
-698
-2% -$167K 0.28% 71
2024
Q4 		$8.88M Sell
36,959
-9,511
-20% -$2.34M 0.31% 68
2024
Q3 		$11.1M Buy
46,470
+42,729
+1,142% +$9.71M 0.4% 53
2024
Q2 		$819K Sell
3,741
-874
-19% -$192K 0.04% 256
2024
Q1 		$1.05M Sell
4,615
-117
-2% -$25.2K 0.06% 226
2023
Q4 		$1.01M Sell
4,732
-4,942
-51% -$952K 0.06% 220
2023
Q3 		$1.83M Sell
9,674
-5,291
-35% -$1.05M 0.12% 149
2023
Q2 		$2.98M Sell
14,965
-1,094
-7% -$207K 0.21% 104
2023
Q1 		$3.04M Sell
16,059
-8,056
-33% -$1.56M 0.23% 91
2022
Q4 		$4.43M Buy
24,115
+8,666
+56% +$1.61M 0.43% 52
2022
Q3 		$2.64M Sell
15,449
-16,670
-52% -$3.15M 0.28% 76
2022
Q2 		$5.66M Buy
32,119
+17,559
+121% +$3.39M 0.53% 40
2022
Q1 		$3.09M Sell
14,560
-7,519
-34% -$1.58M 0.26% 80
2021
Q4 		$4.99M Buy
+22,079
New +$5.02M 0.42% 53

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Robertson Stephens Wealth Management's VB Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $508K and leaving 14,956 shares worth $4.53M. The position accounts for 0.11% of the portfolio, ranked #132.

Robertson Stephens Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.1M in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Robertson Stephens Wealth Management held 14,956 shares of Vanguard Morningstar Small-Cap ETF worth $4.53M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,772 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $508K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $11.1M in Q3 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.