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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Rothschild Capital Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q1 2026, selling an estimated $11.9K and leaving 1,028 shares worth $614K. The position accounts for 0.15% of the portfolio, ranked #65.

Rothschild Capital Partners first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $819K in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Rothschild Capital Partners held 1,028 shares of Vanguard S&P 500 ETF worth $614K as of Q1 2026.
Rothschild Capital Partners sold 19 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $11.9K.
Vanguard S&P 500 ETF made up 0.15% of Rothschild Capital Partners's portfolio in Q1 2026, its #65 holding.
Rothschild Capital Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Rothschild Capital Partners's Vanguard S&P 500 ETF position peaked at $819K in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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