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Robertson Stephens Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Robertson Stephens Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$890K Sell
2,589
-90
-3% -$30K 0.02% 336
2026
Q1 		$801K Hold
2,679
– – 0.02% 330
2025
Q4 		$843K Buy
2,679
+386
+17% +$121K 0.02% 341
2025
Q3 		$708K Sell
2,293
-113
-5% -$33.5K 0.02% 298
2025
Q2 		$688K Hold
2,406
– – 0.02% 319
2025
Q1 		$618K Buy
2,406
+113
+5% +$30.6K 0.02% 332
2024
Q4 		$618K Buy
2,293
+117
+5% +$31.7K 0.02% 330
2024
Q3 		$575K Buy
+2,176
New +$552K 0.02% 379

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.4% in Q2 2026, selling an estimated $30K and leaving 2,589 shares worth $890K. The position accounts for 0.02% of the portfolio, ranked #336.

Robertson Stephens Wealth Management first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 732 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,589 shares of Vanguard Morningstar Large-Cap ETF worth $890K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 90 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $30K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 732 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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