Rothschild & Co Wealth Management (UK)’s Vanguard S&P 500 ETF VOO Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2025 Q2	–	Sell	-1,028	Closed	-$528K	–	28
2025 Q1	$528K	Hold	1,028	–	–	0.01%	26
2024 Q4	$554K	Hold	1,028	–	–	0.01%	30
2024 Q3	$542K	Sell	1,028 -547	-35%	-$278K	0.01%	30
2024 Q2	$788K	Hold	1,575	–	–	0.01%	31
2024 Q1	$757K	Hold	1,575	–	–	0.01%	31
2023 Q4	$688K	Hold	1,575	–	–	0.01%	31
2023 Q3	$619K	Hold	1,575	–	–	0.01%	30
2023 Q2	$641K	Hold	1,575	–	–	0.01%	30
2023 Q1	$592K	Hold	1,575	–	–	0.01%	28
2022 Q4	$553K	Hold	1,575	–	–	0.01%	28
2022 Q3	$517K	Hold	1,575	–	–	0.01%	27
2022 Q2	$546K	Hold	1,575	–	–	0.01%	27
2022 Q1	$654K	Hold	1,575	–	–	0.01%	27
2021 Q4	$688K	Sell	1,575 -255	-14%	-$108K	0.01%	27
2021 Q3	$722K	Hold	1,830	–	–	0.01%	26
2021 Q2	$720K	Buy	1,830 +159	+10%	+$61K	0.01%	27
2021 Q1	$609K	Buy	+1,671	New	+$593K	0.01%	28

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s VOO Position: Q2 2025 in Review

Rothschild & Co Wealth Management (UK) sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 1,028 shares — an estimated $528K sold.

Rothschild & Co Wealth Management (UK) first reported a position in VOO in Q1 2021 and held it in 17 quarters. The position peaked at $788K in Q2 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Rothschild & Co Wealth Management (UK) reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 1,028 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $528K.
Rothschild & Co Wealth Management (UK) first reported a position in Vanguard S&P 500 ETF in Q1 2021 and held it in 17 quarters.
Rothschild & Co Wealth Management (UK)'s Vanguard S&P 500 ETF position peaked at $788K in Q2 2024.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2025, filed 6 Aug 2025.