RIL
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return