Rothschild Investment LLC’s Vanguard Financials ETF VFH Stock Holding History

Rothschild Investment LLC’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-286	Closed	-$34.6K	–	3723
2026 Q1	$34.6K	Hold	286	–	–	﹤0.01%	1226
2025 Q4	$38.2K	Hold	286	–	–	﹤0.01%	1106
2025 Q3	$37.5K	Hold	286	–	–	﹤0.01%	1075
2025 Q2	$36.4K	Hold	286	–	–	﹤0.01%	859
2025 Q1	$34.2K	Hold	286	–	–	﹤0.01%	868
2024 Q4	$33.8K	Hold	286	–	–	﹤0.01%	874
2024 Q3	$31.4K	Hold	286	–	–	﹤0.01%	897
2024 Q2	$28.6K	Hold	286	–	–	﹤0.01%	894
2024 Q1	$29.3K	Hold	286	–	–	﹤0.01%	836
2023 Q4	$26.4K	Buy	+286	New	+$24K	﹤0.01%	794

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Rothschild Investment LLC sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 286 shares — an estimated $34.6K sold.

Rothschild Investment LLC first reported a position in VFH in Q4 2023 and held it in 10 quarters. The position peaked at $38.2K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Rothschild Investment LLC reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
Rothschild Investment LLC sold 286 Vanguard Financials ETF shares in Q2 2026, an estimated $34.6K.
Rothschild Investment LLC first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 10 quarters.
Rothschild Investment LLC's Vanguard Financials ETF position peaked at $38.2K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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