Rothschild Capital Partners’s Vanguard Morningstar 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 Q2	$461K	Buy	1,897 +639	+51%	+$149K	0.1%	76
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 $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rothschild Capital Partners's VBR Position: Q2 2026 in Review

Rothschild Capital Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 51% in Q2 2026, buying an estimated $149K and bringing the position to 1,897 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #76.

Rothschild Capital Partners first reported a position in VBR in Q1 2024 and has held it in 8 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Rothschild Capital Partners held 1,897 shares of Vanguard Morningstar Small-Cap Value ETF worth $461K as of Q2 2026.
Rothschild Capital Partners bought 639 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $149K.
Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Rothschild Capital Partners's portfolio in Q2 2026, its #76 holding.
Rothschild Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.