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

Rothschild Investment LLC’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192K Buy
525
+150
+40% +$51.1K 0.01% 870
2026
Q1 		$113K Hold
375
– – 0.01% 840
2025
Q4 		$113K Sell
375
-75
-17% -$22.6K 0.01% 773
2025
Q3 		$134K Hold
450
– – 0.01% 726
2025
Q2 		$125K Buy
450
+9
+2% +$2.32K 0.01% 597
2025
Q1 		$111K Hold
441
– – 0.01% 609
2024
Q4 		$124K Hold
441
– – 0.01% 593
2024
Q3 		$118K Hold
441
– – 0.01% 614
2024
Q2 		$110K Hold
441
– – 0.01% 604
2024
Q1 		$115K Hold
441
– – 0.01% 570
2023
Q4 		$107K Buy
+441
New +$95.7K 0.01% 519

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Rothschild Investment LLC increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 40% in Q2 2026, buying an estimated $51.1K and bringing the position to 525 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #870.

Rothschild Investment LLC first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Rothschild Investment LLC held 525 shares of Vanguard Morningstar Small-Cap Growth ETF worth $192K as of Q2 2026.
  • Rothschild Investment LLC bought 150 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $51.1K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #870 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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