VWM
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Vigilare Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Vigilare Wealth Management’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Hold
3,668
– – 0.1% 94
2026
Q1 		$251K Hold
3,668
– – 0.08% 93
2025
Q4 		$254K Buy
3,668
+1
+0% +$68 0.09% 105
2025
Q3 		$240K Hold
3,667
– – 0.08% 109
2025
Q2 		$219K Buy
+3,667
New +$196K 0.08% 114
2025
Q1 		– Sell
-3,667
Closed -$206K – 104
2024
Q4 		$206K Buy
3,667
+1
+0% +$57 0.08% 88
2024
Q3 		$209K Sell
3,666
-1
-0% -$55 0.08% 85
2024
Q2 		$202K Sell
3,667
-280
-7% -$15.6K 0.09% 89
2024
Q1 		$231K Hold
3,947
– – 0.11% 86
2023
Q4 		$226K Sell
3,947
-93
-2% -$4.75K 0.12% 91
2023
Q3 		$203K Hold
4,040
– – 0.13% 81
2023
Q2 		$237K Hold
4,040
– – 0.14% 83
2023
Q1 		$221K Buy
+4,040
New +$211K 0.12% 94
2022
Q2 		– Sell
-4,040
Closed -$235K – 144
2022
Q1 		$235K Hold
4,040
– – 0.19% 118
2021
Q4 		$283K Sell
4,040
-200
-5% -$13.7K 0.17% 142
2021
Q3 		$273K Buy
4,240
+235
+6% +$15.6K 0.17% 151
2021
Q2 		$261K Buy
4,005
+74
+2% +$4.74K 0.16% 166
2021
Q1 		$250K Buy
3,931
+604
+18% +$39.7K 0.18% 156
2020
Q4 		$203K Buy
+3,327
New +$180K 0.19% 138

Other funds holding ROBO

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Vigilare Wealth Management's ROBO Position: Q2 2026 in Review

Vigilare Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 3,668 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #94.

Vigilare Wealth Management first reported a position in ROBO in Q4 2020 and has held it in 19 quarters since. 45 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Vigilare Wealth Management held 3,668 shares of ROBO Global Robotics & Automation Index ETF worth $314K as of Q2 2026.
  • Vigilare Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.1% of Vigilare Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Vigilare Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and has held it in 19 quarters since.
  • 45 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.