Rothschild Investment LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Rothschild Investment LLC’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Buy	5,952 +2,816	+90%	+$218K	0.02%	616
2026 Q1	$225K	Buy	3,136 +72	+2%	+$5.35K	0.01%	628
2025 Q4	$222K	Buy	3,064 +264	+9%	+$19.2K	0.01%	588
2025 Q3	$206K	Hold	2,800	–	–	0.01%	596
2025 Q2	$196K	Hold	2,800	–	–	0.01%	515
2025 Q1	$181K	Hold	2,800	–	–	0.01%	521
2024 Q4	$185K	Hold	2,800	–	–	0.01%	519
2024 Q3	$185K	Hold	2,800	–	–	0.01%	528
2024 Q2	$169K	Sell	2,800 -1,140	-29%	-$69.3K	0.01%	523
2024 Q1	$246K	Hold	3,940	–	–	0.02%	432
2023 Q4	$229K	Sell	3,940 -3,784	-49%	-$202K	0.02%	388
2023 Q3	$402K	Buy	7,724 +3,784	+96%	+$208K	0.03%	332
2023 Q2	$217K	Hold	3,940	–	–	0.02%	446
2023 Q1	$208K	Hold	3,940	–	–	0.02%	441
2022 Q4	$201K	Buy	+3,940	New	+$201K	0.02%	439
2022 Q2	–	Sell	-3,940	Closed	-$234K	–	509
2022 Q1	$234K	Hold	3,940	–	–	0.02%	440
2021 Q4	$251K	Buy	+3,940	New	+$247K	0.02%	441

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Rothschild Investment LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 90% in Q2 2026, buying an estimated $218K and bringing the position to 5,952 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #616.

Rothschild Investment LLC first reported a position in VO in Q4 2021 and has held it in 17 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Rothschild Investment LLC held 5,952 shares of Vanguard Morningstar Mid-Cap ETF worth $480K as of Q2 2026.
Rothschild Investment LLC bought 2,816 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $218K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #616 holding.
Rothschild Investment LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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