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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$69.5K	Hold	351	–	–	﹤0.01%	1162
2026 Q1	$64.6K	Buy	351 +1	+0.3%	+$187	﹤0.01%	1046
2025 Q4	$62K	Buy	350 +2	+0.6%	+$350	﹤0.01%	968
2025 Q3	$60.7K	Buy	348 +1	+0.3%	+$170	﹤0.01%	942
2025 Q2	$57.1K	Buy	347 +81	+30%	+$12.8K	﹤0.01%	753
2025 Q1	$42.7K	Sell	266 -1	-0.4%	-$163	﹤0.01%	804
2024 Q4	$43.1K	Buy	267 +1	+0.4%	+$169	﹤0.01%	813
2024 Q3	$44.6K	Buy	266 +1	+0.4%	+$159	﹤0.01%	802
2024 Q2	$39.9K	Buy	265 +91	+52%	+$13.8K	﹤0.01%	802
2024 Q1	$27.1K	Buy	174 +15	+9%	+$2.2K	﹤0.01%	855
2023 Q4	$23.1K	Buy	+159	New	+$21.4K	﹤0.01%	819

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Rothschild Investment LLC held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 351 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Rothschild Investment LLC first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Rothschild Investment LLC held 351 shares of Vanguard Morningstar Mid-Cap Value ETF worth $69.5K as of Q2 2026.
Rothschild Investment LLC left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1162 holding.
Rothschild Investment LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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