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Robertson Stephens Wealth Management, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Robertson Stephens Wealth Management, LLC on VUG, newest first. How the timeline and the estimate are built.

Robertson Stephens Wealth Management, LLC held 240,623 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,623 shares
    Change vs previous 13F +214,932 shares

    0.51% of the 13F portfolio, value $20,727,225.

    13F-HR 0001172661-26-002897 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,691 shares
    Change vs previous 13F -12,933 shares

    0.31% of the 13F portfolio, value $11,221,354.

    13F-HR 0001172661-26-001551 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,624 shares
    Change vs previous 13F -8,625 shares

    0.53% of the 13F portfolio, value $18,843,280.

    13F-HR 0001172661-26-000416 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 47,249 shares
    Change vs previous 13F -4,643 shares

    0.69% of the 13F portfolio, value $22,684,838.

    13F-HR 0001172661-25-004717 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,892 shares
    Change vs previous 13F +11,493 shares

    0.79% of the 13F portfolio, value $22,757,841.

    13F-HR 0001172661-25-002703 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,399 shares
    Change vs previous 13F -19,313 shares

    0.56% of the 13F portfolio, value $14,980,899.

    13F-HR 0001172661-25-001510 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,712 shares
    Change vs previous 13F -13,861 shares

    0.87% of the 13F portfolio, value $24,508,071.

    13F-HR 0001172661-25-000364 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 73,573 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $28,246,715.

    13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).