Rothschild Investment LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6K	Sell	237 -21	-8%	-$1.67K	﹤0.01%	1559
2026 Q1	$17.6K	Hold	258	–	–	﹤0.01%	1471
2025 Q4	$19.2K	Buy	258 +30	+13%	+$2.21K	﹤0.01%	1336
2025 Q3	$16.6K	Hold	228	–	–	﹤0.01%	1286
2025 Q2	$15.1K	Buy	228 +198	+660%	+$11.8K	﹤0.01%	1098
2025 Q1	$1.71K	Hold	30	–	–	﹤0.01%	1994
2024 Q4	$1.87K	Hold	30	–	–	﹤0.01%	1843
2024 Q3	$1.76K	Buy	+30	New	+$1.67K	﹤0.01%	1800
2024 Q2	–	Hold	0	–	–	–	2795
2024 Q1	–	Hold	0	–	–	–	2253
2023 Q4	–	Hold	0	–	–	–	1327

Other funds holding VOOG

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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 8.1% in Q2 2026, selling an estimated $1.67K and leaving 237 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Rothschild Investment LLC first reported a position in VOOG in Q3 2024 and has held it in 8 quarters since. 496 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Rothschild Investment LLC held 237 shares of Vanguard S&P 500 Growth ETF worth $19.6K as of Q2 2026.
Rothschild Investment LLC sold 21 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.67K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1559 holding.
Rothschild Investment LLC first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
496 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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