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Robertson Stephens Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Robertson Stephens Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457M Buy
665,340
+32,880
+5% +$21.9M 11.25% 1
2026
Q1 		$378M Buy
632,460
+218,379
+53% +$137M 10.59% 1
2025
Q4 		$260M Buy
414,081
+6,684
+2% +$4.15M 6.77% 2
2025
Q3 		$250M Buy
407,397
+16,811
+4% +$9.91M 7.56% 2
2025
Q2 		$223M Buy
390,586
+11,490
+3% +$6.04M 7.08% 1
2025
Q1 		$195M Buy
379,096
+7,763
+2% +$4.2M 6.7% 1
2024
Q4 		$200M Buy
371,333
+31,638
+9% +$17.1M 7.08% 1
2024
Q3 		$180M Buy
339,695
+54,668
+19% +$27.8M 6.52% 1
2024
Q2 		$143M Sell
285,027
-5,304
-2% -$2.55M 7.2% 2
2024
Q1 		$140M Buy
290,331
+15,177
+6% +$6.95M 7.4% 1
2023
Q4 		$120M Buy
275,154
+60,032
+28% +$24.6M 7.3% 1
2023
Q3 		$84.8M Buy
215,122
+1,754
+0.8% +$717K 5.72% 2
2023
Q2 		$87.2M Buy
213,368
+6,028
+3% +$2.33M 6.17% 1
2023
Q1 		$78M Buy
207,340
+12,160
+6% +$4.46M 6% 2
2022
Q4 		$68.6M Buy
195,180
+11,011
+6% +$3.89M 6.68% 1
2022
Q3 		$60.7M Buy
184,169
+17,528
+11% +$6.4M 6.34% 1
2022
Q2 		$58M Sell
166,641
-2,675
-2% -$1.01M 5.48% 2
2022
Q1 		$70.3M Buy
169,316
+23,430
+16% +$9.59M 5.9% 1
2021
Q4 		$63.7M Buy
145,886
+681
+0.5% +$287K 5.36% 2
2021
Q3 		$57.5M Buy
145,205
+6,920
+5% +$2.81M 6.49% 1
2021
Q2 		$54.6M Buy
138,285
+15,247
+12% +$5.85M 6.56% 1
2021
Q1 		$44.8M Buy
123,038
+24,589
+25% +$8.72M 7.17% 1
2020
Q4 		$33.8M Buy
98,449
+16,225
+20% +$5.29M 7.07% 1
2020
Q3 		$25.4M Buy
82,224
+13,444
+20% +$4.1M 6.24% 1
2020
Q2 		$19.6M Buy
68,780
+26,829
+64% +$7.22M 5.65% 2
2020
Q1 		$9.94M Buy
41,951
+40,162
+2,245% +$11.3M 3.39% 5
2019
Q4 		$529K Sell
1,789
-381
-18% -$108K 0.27% 61
2019
Q3 		$594K Buy
+2,170
New +$589K 0.3% 65

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Robertson Stephens Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.2% in Q2 2026, buying an estimated $21.9M and bringing the position to 665,340 shares worth $457M. The position accounts for 11.25% of the portfolio, ranked #1.

Robertson Stephens Wealth Management first reported a position in VOO in Q3 2019 and has held it in 28 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Robertson Stephens Wealth Management held 665,340 shares of Vanguard S&P 500 ETF worth $457M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 32,880 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $21.9M.
  • Vanguard S&P 500 ETF made up 11.25% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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