Rothschild Capital Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$788K	Buy	1,148 +120	+12%	+$80K	0.17%	53
2026 Q1	$614K	Sell	1,028 -19	-2%	-$11.9K	0.15%	65
2025 Q4	$657K	Sell	1,047 -290	-22%	-$180K	0.15%	41
2025 Q3	$819K	Sell	1,337 -22	-2%	-$13K	0.19%	37
2025 Q2	$772K	Sell	1,359 -69	-5%	-$36.3K	0.2%	33
2025 Q1	$734K	Buy	1,428 +253	+22%	+$137K	0.19%	36
2024 Q4	$633K	Sell	1,175 -79	-6%	-$42.8K	0.15%	37
2024 Q3	$662K	Sell	1,254 -27	-2%	-$13.7K	0.18%	32
2024 Q2	$641K	Buy	1,281 +448	+54%	+$216K	0.18%	31
2024 Q1	$400K	Sell	833 -240	-22%	-$110K	0.12%	33
2023 Q4	$469K	Buy	+1,073	New	+$439K	0.15%	31

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Rothschild Capital Partners increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $80K and bringing the position to 1,148 shares worth $788K. The position accounts for 0.17% of the portfolio, ranked #53.

Rothschild Capital Partners first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $819K in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Rothschild Capital Partners held 1,148 shares of Vanguard S&P 500 ETF worth $788K as of Q2 2026.
Rothschild Capital Partners bought 120 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $80K.
Vanguard S&P 500 ETF made up 0.17% of Rothschild Capital Partners's portfolio in Q2 2026, its #53 holding.
Rothschild Capital Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Capital Partners's Vanguard S&P 500 ETF position peaked at $819K in Q3 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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