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Rothschild Investment LLC’s Vanguard Health Care ETF VHT Stock Holding History

Rothschild Investment LLC’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$305K Hold
1,119
– – 0.02% 545
2025
Q4 		$322K Hold
1,119
– – 0.02% 482
2025
Q3 		$290K Sell
1,119
-90
-7% -$22.6K 0.02% 489
2025
Q2 		$300K Hold
1,209
– – 0.02% 426
2025
Q1 		$320K Hold
1,209
– – 0.02% 409
2024
Q4 		$307K Hold
1,209
– – 0.02% 422
2024
Q3 		$341K Hold
1,209
– – 0.02% 408
2024
Q2 		$322K Hold
1,209
– – 0.02% 408
2024
Q1 		$327K Sell
1,209
-5
-0.4% -$1.31K 0.02% 391
2023
Q4 		$304K Hold
1,214
– – 0.03% 355
2023
Q3 		$285K Buy
1,214
+5
+0.4% +$1.22K 0.02% 390
2023
Q2 		$296K Buy
+1,209
New +$294K 0.02% 389

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's VHT Position: Q1 2026 in Review

Rothschild Investment LLC held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,119 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #545.

Rothschild Investment LLC first reported a position in VHT in Q2 2023 and has held it in 12 quarters since. The position peaked at $341K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Rothschild Investment LLC held 1,119 shares of Vanguard Health Care ETF worth $305K as of Q1 2026.
  • Rothschild Investment LLC left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q1 2026, its #545 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 12 quarters since.
  • Rothschild Investment LLC's Vanguard Health Care ETF position peaked at $341K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.