Rothschild Capital Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Rothschild Capital Partners’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Buy	1,258 +242	+24%	+$54.1K	0.07%	85
2025 Q4	$215K	Buy	+1,016	New	+$213K	0.05%	84
2025 Q2	–	Sell	-1,236	Closed	-$230K	–	98
2025 Q1	$230K	Sell	1,236 -275	-18%	-$54.3K	0.06%	82
2024 Q4	$299K	Sell	1,511 -54	-3%	-$11.1K	0.07%	73
2024 Q3	$314K	Buy	1,565 +26	+2%	+$5K	0.09%	45
2024 Q2	$281K	Buy	1,539 +269	+21%	+$49.7K	0.08%	44
2024 Q1	$244K	Buy	+1,270	New	+$229K	0.07%	42

Other funds holding VBR

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rothschild Capital Partners's VBR Position: Q1 2026 in Review

Rothschild Capital Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 24% in Q1 2026, buying an estimated $54.1K and bringing the position to 1,258 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #85.

Rothschild Capital Partners first reported a position in VBR in Q1 2024 and has held it in 7 quarters since. The position peaked at $314K in Q3 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Rothschild Capital Partners held 1,258 shares of Vanguard Small-Cap Value ETF worth $273K as of Q1 2026.
Rothschild Capital Partners bought 242 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $54.1K.
Vanguard Small-Cap Value ETF made up 0.07% of Rothschild Capital Partners's portfolio in Q1 2026, its #85 holding.
Rothschild Capital Partners first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
Rothschild Capital Partners's Vanguard Small-Cap Value ETF position peaked at $314K in Q3 2024.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.