Robertson Stephens Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Robertson Stephens Wealth Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Sell	53,560 -824	-2%	-$63.9K	0.11%	136
2026 Q1	$3.9M	Buy	54,384 +13,180	+32%	+$979K	0.11%	142
2025 Q4	$2.99M	Buy	41,204 +5,056	+14%	+$368K	0.08%	168
2025 Q3	$2.66M	Buy	36,148 +1,100	+3%	+$79K	0.08%	156
2025 Q2	$2.46M	Sell	35,048 -2,112	-6%	-$139K	0.08%	165
2025 Q1	$2.4M	Buy	37,160 +1,952	+6%	+$131K	0.08%	178
2024 Q4	$2.32M	Sell	35,208 -488	-1%	-$33.1K	0.08%	180
2024 Q3	$2.35M	Buy	35,696 +11,924	+50%	+$749K	0.09%	180
2024 Q2	$1.44M	Buy	23,772 +13,908	+141%	+$845K	0.07%	178
2024 Q1	$616K	Buy	9,864 +4	+0%	+$236	0.03%	308
2023 Q4	$573K	Buy	9,860 +168	+2%	+$8.98K	0.03%	288
2023 Q3	$504K	Buy	+9,692	New	+$532K	0.03%	305
2023 Q2	–	Sell	-4,748	Closed	-$250K	–	456
2023 Q1	$250K	Buy	+4,748	New	+$253K	0.02%	391
2022 Q3	–	Sell	-4,672	Closed	-$230K	–	394
2022 Q2	$230K	Buy	4,672 +1,048	+29%	+$56.6K	0.02%	335
2022 Q1	$215K	Sell	3,624 -244	-6%	-$14.3K	0.02%	363
2021 Q4	$246K	Buy	+3,868	New	+$242K	0.02%	350

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $63.9K and leaving 53,560 shares worth $4.32M. The position accounts for 0.11% of the portfolio, ranked #136.

Robertson Stephens Wealth Management first reported a position in VO in Q4 2021 and has held it in 16 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Robertson Stephens Wealth Management held 53,560 shares of Vanguard Morningstar Mid-Cap ETF worth $4.32M as of Q2 2026.
Robertson Stephens Wealth Management sold 824 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $63.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #136 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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