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Rothschild Investment LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Rothschild Investment LLC’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$874K Buy
2,884
+269
+10% +$77.1K 0.03% 450
2026
Q1 		$685K Sell
2,615
-33
-1% -$8.93K 0.04% 333
2025
Q4 		$683K Buy
2,648
+88
+3% +$22.5K 0.04% 302
2025
Q3 		$651K Buy
2,560
+1
+0% +$248 0.04% 299
2025
Q2 		$606K Buy
2,559
+75
+3% +$16.7K 0.04% 297
2025
Q1 		$551K Buy
2,484
+151
+6% +$36.1K 0.04% 318
2024
Q4 		$561K Buy
2,333
+65
+3% +$16K 0.04% 318
2024
Q3 		$538K Hold
2,268
– – 0.04% 333
2024
Q2 		$494K Buy
2,268
+214
+10% +$47K 0.03% 331
2024
Q1 		$470K Buy
2,054
+97
+5% +$20.9K 0.03% 334
2023
Q4 		$417K Buy
1,957
+100
+5% +$19.3K 0.04% 307
2023
Q3 		$351K Buy
1,857
+105
+6% +$20.9K 0.03% 357
2023
Q2 		$348K Buy
+1,752
New +$331K 0.03% 358
2022
Q2 		– Sell
-1,000
Closed -$213K – 507
2022
Q1 		$213K Hold
1,000
– – 0.02% 454
2021
Q4 		$226K Hold
1,000
– – 0.02% 456
2021
Q3 		$219K Hold
1,000
– – 0.02% 444
2021
Q2 		$225K Hold
1,000
– – 0.02% 443
2021
Q1 		$214K Buy
+1,000
New +$211K 0.02% 437

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rothschild Investment LLC's VB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $77.1K and bringing the position to 2,884 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #450.

Rothschild Investment LLC first reported a position in VB in Q1 2021 and has held it in 18 quarters since. 2,485 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Rothschild Investment LLC held 2,884 shares of Vanguard Morningstar Small-Cap ETF worth $874K as of Q2 2026.
  • Rothschild Investment LLC bought 269 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $77.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #450 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.