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Rothschild Investment LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Rothschild Investment LLC’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.38M Sell
15,596
-394
-2% -$36.1K 0.07% 212
2025
Q4 		$1.41M Buy
15,990
+844
+6% +$75.8K 0.08% 196
2025
Q3 		$1.38M Sell
15,146
-218
-1% -$19.8K 0.08% 192
2025
Q2 		$1.37M Buy
15,364
+1,660
+12% +$146K 0.09% 183
2025
Q1 		$1.24M Buy
13,704
+63
+0.5% +$5.72K 0.08% 206
2024
Q4 		$1.22M Sell
13,641
-45
-0.3% -$4.25K 0.08% 208
2024
Q3 		$1.33M Hold
13,686
– – 0.09% 201
2024
Q2 		$1.15M Sell
13,686
-176
-1% -$14.5K 0.08% 209
2024
Q1 		$1.2M Buy
13,862
+662
+5% +$56.6K 0.09% 203
2023
Q4 		$1.17M Sell
13,200
-700
-5% -$55.5K 0.1% 172
2023
Q3 		$1.05M Hold
13,900
– – 0.09% 202
2023
Q2 		$1.16M Buy
13,900
+208
+2% +$17K 0.1% 196
2023
Q1 		$1.14M Hold
13,692
– – 0.1% 195
2022
Q4 		$1.13M Hold
13,692
– – 0.1% 190
2022
Q3 		$1.1M Sell
13,692
-198
-1% -$18.5K 0.11% 187
2022
Q2 		$1.27M Hold
13,890
– – 0.12% 181
2022
Q1 		$1.5M Buy
13,890
+95
+0.7% +$10.1K 0.12% 177
2021
Q4 		$1.6M Sell
13,795
-630
-4% -$68.8K 0.12% 163
2021
Q3 		$1.47M Sell
14,425
-1,000
-6% -$106K 0.12% 165
2021
Q2 		$1.57M Sell
15,425
-195
-1% -$19.3K 0.12% 167
2021
Q1 		$1.44M Buy
15,620
+1,400
+10% +$123K 0.12% 170
2020
Q4 		$1.21M Buy
14,220
+195
+1% +$16.2K 0.12% 173
2020
Q3 		$1.11M Hold
14,025
– – 0.12% 162
2020
Q2 		$1.1M Hold
14,025
– – 0.13% 152
2020
Q1 		$980K Sell
14,025
-388
-3% -$34.1K 0.13% 165
2019
Q4 		$1.34M Sell
14,413
-102
-0.7% -$9.45K 0.13% 156
2019
Q3 		$1.35M Buy
14,515
+285
+2% +$25.9K 0.16% 140
2019
Q2 		$1.24M Sell
14,230
-300
-2% -$26.3K 0.15% 145
2019
Q1 		$1.26M Hold
14,530
– – 0.15% 149
2018
Q4 		$1.08M Sell
14,530
-135
-0.9% -$10.6K 0.15% 139
2018
Q3 		$1.18M Hold
14,665
– – 0.14% 152
2018
Q2 		$1.19M Hold
14,665
– – 0.15% 149
2018
Q1 		$1.11M Hold
14,665
– – 0.14% 155
2017
Q4 		$1.22M Buy
14,665
+3,610
+33% +$303K 0.13% 175
2017
Q3 		$919K Buy
11,055
+8,549
+341% +$714K 0.1% 205
2017
Q2 		$209K Buy
+2,506
New +$209K 0.02% 417
2014
Q4 		– Sell
-11,575
Closed -$832K – 516
2014
Q3 		$832K Buy
+11,575
New +$874K 0.1% 209

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q1 2026, selling an estimated $36.1K and leaving 15,596 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #212.

Rothschild Investment LLC first reported a position in VNQ in Q3 2014 and has held it in 37 quarters since. The position peaked at $1.6M in Q4 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Rothschild Investment LLC held 15,596 shares of Vanguard Real Estate ETF worth $1.38M as of Q1 2026.
  • Rothschild Investment LLC sold 394 Vanguard Real Estate ETF shares in Q1 2026, an estimated $36.1K.
  • Vanguard Real Estate ETF made up 0.07% of Rothschild Investment LLC's portfolio in Q1 2026, its #212 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Real Estate ETF in Q3 2014 and has held it in 37 quarters since.
  • Rothschild Investment LLC's Vanguard Real Estate ETF position peaked at $1.6M in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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