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Rothschild Investment LLC’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Rothschild Investment LLC’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.5K Hold
850
– – ﹤0.01% 1254
2026
Q1 		$49.8K Hold
850
– – ﹤0.01% 1117
2025
Q4 		$49.9K Hold
850
– – ﹤0.01% 1020
2025
Q3 		$50K Hold
850
– – ﹤0.01% 988
2025
Q2 		$50K Buy
+850
New +$49.8K ﹤0.01% 783

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Rothschild Investment LLC held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 850 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Rothschild Investment LLC first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $50K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Rothschild Investment LLC held 850 shares of Vanguard Short-Term Treasury ETF worth $49.5K as of Q2 2026.
  • Rothschild Investment LLC left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Treasury ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1254 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Vanguard Short-Term Treasury ETF position peaked at $50K in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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