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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$321K	Buy	+1,463	New	+$316K	0.01%	510
2023 Q3	–	Sell	-2,474	Closed	-$387K	–	474
2023 Q2	$387K	Hold	2,474	–	–	0.03%	320
2023 Q1	$363K	Hold	2,474	–	–	0.03%	339
2022 Q4	$347K	Hold	2,474	–	–	0.03%	310
2022 Q3	$309K	Hold	2,474	–	–	0.03%	276
2022 Q2	$328K	Hold	2,474	–	–	0.03%	288
2022 Q1	$372K	Hold	2,474	–	–	0.03%	281
2021 Q4	$374K	Sell	2,474 -4,948	-67%	-$728K	0.03%	293
2021 Q3	$1.05M	Sell	7,422 -2,474	-25%	-$357K	0.12%	114
2021 Q2	$1.41M	Hold	9,896	–	–	0.17%	97
2021 Q1	$1.35M	Hold	9,896	–	–	0.22%	81
2020 Q4	$1.22M	Hold	9,896	–	–	0.26%	73
2020 Q3	$1.08M	Sell	9,896 -4	-0%	-$438	0.26%	71
2020 Q2	$1.03M	Hold	9,900	–	–	0.3%	66
2020 Q1	$924K	Hold	9,900	–	–	0.32%	70
2019 Q4	$1.24M	Hold	9,900	–	–	0.63%	34
2019 Q3	$1.15M	Buy	+9,900	New	+$1.12M	0.58%	40

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Robertson Stephens Wealth Management opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 1,463 shares worth $321K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in VOOV as recently as Q2 2023.

Robertson Stephens Wealth Management first reported a position in VOOV in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.41M in Q2 2021. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Robertson Stephens Wealth Management held 1,463 shares of Vanguard S&P 500 Value ETF worth $321K as of Q2 2026.
Vanguard S&P 500 Value ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #510 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2019 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's Vanguard S&P 500 Value ETF position peaked at $1.41M in Q2 2021.
451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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