Robertson Stephens Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.1M	Buy	46,951 +400	+0.9%	+$110K	0.34%	58
2025 Q4	$13M	Buy	46,551 +1,018	+2%	+$291K	0.37%	55
2025 Q3	$13.4M	Buy	45,533 +676	+2%	+$195K	0.4%	47
2025 Q2	$12.8M	Buy	44,857 +404	+0.9%	+$104K	0.44%	49
2025 Q1	$10.9M	Buy	44,453 +1,185	+3%	+$308K	0.41%	52
2024 Q4	$11M	Sell	43,268 -1,565	-3%	-$403K	0.39%	53
2024 Q3	$10.9M	Buy	+44,833	New	+$10.4M	0.4%	56
2023 Q1	–	Sell	-1,138	Closed	-$205K	–	465
2022 Q4	$205K	Buy	+1,138	New	+$206K	0.02%	394
2022 Q2	–	Sell	-1,138	Closed	-$253K	–	417
2022 Q1	$253K	Buy	+1,138	New	+$251K	0.02%	344

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return