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Rothschild Investment LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Rothschild Investment LLC’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
13,253
+1,557
+13% +$170K 0.06% 296
2026
Q1 		$1.02M Sell
11,696
-2,200
-16% -$203K 0.05% 268
2025
Q4 		$1.31M Buy
13,896
+5,232
+60% +$497K 0.07% 207
2025
Q3 		$809K Buy
8,664
+1,840
+27% +$161K 0.05% 265
2025
Q2 		$566K Buy
6,824
+720
+12% +$52.4K 0.04% 315
2025
Q1 		$414K Hold
6,104
– – 0.03% 376
2024
Q4 		$475K Sell
6,104
-160
-3% -$12.3K 0.03% 351
2024
Q3 		$459K Sell
6,264
-1,416
-18% -$101K 0.03% 362
2024
Q2 		$553K Hold
7,680
– – 0.04% 314
2024
Q1 		$503K Sell
7,680
-312
-4% -$19.8K 0.04% 325
2023
Q4 		$484K Buy
7,992
+8
+0.1% +$446 0.04% 277
2023
Q3 		$414K Sell
7,984
-64
-0.8% -$3.48K 0.03% 324
2023
Q2 		$445K Hold
8,048
– – 0.04% 319
2023
Q1 		$388K Buy
8,048
+8
+0.1% +$354 0.03% 331
2022
Q4 		$321K Sell
8,040
-80
-1% -$3.26K 0.03% 361
2022
Q3 		$312K Buy
+8,120
New +$357K 0.03% 350
2022
Q2 		– Sell
-4,808
Closed -$250K – 508
2022
Q1 		$250K Hold
4,808
– – 0.02% 422
2021
Q4 		$275K Hold
4,808
– – 0.02% 417
2021
Q3 		$241K Hold
4,808
– – 0.02% 429
2021
Q2 		$240K Buy
+4,808
New +$227K 0.02% 437

Other funds holding VGT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

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

Rothschild Investment LLC increased its Vanguard Information Technology ETF (VGT) stake by 13% in Q2 2026, buying an estimated $170K and bringing the position to 13,253 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #296.

Rothschild Investment LLC first reported a position in VGT in Q2 2021 and has held it in 20 quarters since. 1,426 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Rothschild Investment LLC held 13,253 shares of Vanguard Information Technology ETF worth $1.58M as of Q2 2026.
  • Rothschild Investment LLC bought 1,557 Vanguard Information Technology ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Information Technology ETF made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #296 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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