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Rothschild Investment LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Rothschild Investment LLC’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.35M Buy
39,887
+1,227
+3% +$72.5K 0.09% 217
2026
Q1 		$2.3M Buy
38,660
+614
+2% +$36.8K 0.12% 149
2025
Q4 		$2.28M Sell
38,046
-954
-2% -$57.4K 0.13% 145
2025
Q3 		$2.34M Buy
39,000
+1,415
+4% +$84.5K 0.13% 140
2025
Q2 		$2.25M Sell
37,585
-3,601
-9% -$213K 0.14% 140
2025
Q1 		$2.45M Sell
41,186
-890
-2% -$52.1K 0.16% 125
2024
Q4 		$2.44M Buy
42,076
+4,436
+12% +$261K 0.16% 125
2024
Q3 		$2.27M Buy
37,640
+31,236
+488% +$1.86M 0.15% 129
2024
Q2 		$373K Buy
6,404
+3,704
+137% +$214K 0.03% 388
2024
Q1 		$158K Buy
+2,700
New +$158K 0.01% 510

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Rothschild Investment LLC increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.2% in Q2 2026, buying an estimated $72.5K and bringing the position to 39,887 shares worth $2.35M. The position accounts for 0.09% of the portfolio, ranked #217.

Rothschild Investment LLC first reported a position in VGIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.45M in Q1 2025. 603 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Rothschild Investment LLC held 39,887 shares of Vanguard Intermediate-Term Treasury ETF worth $2.35M as of Q2 2026.
  • Rothschild Investment LLC bought 1,227 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $72.5K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.09% of Rothschild Investment LLC's portfolio in Q2 2026, its #217 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $2.45M in Q1 2025.
  • 603 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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