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Rothschild Investment LLC’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Rothschild Investment LLC’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$172K Sell
433
-190
-30% -$73.8K 0.01% 903
2026
Q1 		$224K Sell
623
-100
-14% -$38.6K 0.01% 632
2025
Q4 		$285K Sell
723
-99
-12% -$38.7K 0.02% 506
2025
Q3 		$326K Hold
822
– – 0.02% 461
2025
Q2 		$298K Sell
822
-15
-2% -$5.09K 0.02% 428
2025
Q1 		$272K Hold
837
– – 0.02% 436
2024
Q4 		$314K Buy
837
+1
+0.1% +$361 0.02% 418
2024
Q3 		$285K Hold
836
– – 0.02% 437
2024
Q2 		$261K Hold
836
– – 0.02% 443
2024
Q1 		$265K Buy
836
+81
+11% +$24.7K 0.02% 416
2023
Q4 		$230K Buy
+755
New +$210K 0.02% 387

Other funds holding VCR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 30% in Q2 2026, selling an estimated $73.8K and leaving 433 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #903.

Rothschild Investment LLC first reported a position in VCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $326K in Q3 2025. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Rothschild Investment LLC held 433 shares of Vanguard Consumer Discretionary ETF worth $172K as of Q2 2026.
  • Rothschild Investment LLC sold 190 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $73.8K.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #903 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Vanguard Consumer Discretionary ETF position peaked at $326K in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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