Rothschild Investment LLC’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$86K	Hold	422	–	–	﹤0.01%	946
2025 Q4	$86.4K	Hold	422	–	–	﹤0.01%	853
2025 Q3	$84.2K	Hold	422	–	–	﹤0.01%	846
2025 Q2	$79.6K	Buy	422 +22	+6%	+$3.96K	0.01%	686
2025 Q1	$73.7K	Hold	400	–	–	﹤0.01%	687
2024 Q4	$73.8K	Hold	400	–	–	﹤0.01%	706
2024 Q3	$76.3K	Hold	400	–	–	0.01%	710
2024 Q2	$70.3K	Hold	400	–	–	﹤0.01%	694
2024 Q1	$72.2K	Hold	400	–	–	0.01%	662
2023 Q4	$67.2K	Buy	+400	New	+$62.2K	0.01%	613

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Rothschild Investment LLC held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q1 2026 at 422 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Rothschild Investment LLC first reported a position in VOOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $86.4K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Rothschild Investment LLC held 422 shares of Vanguard S&P 500 Value ETF worth $86K as of Q1 2026.
Rothschild Investment LLC left its Vanguard S&P 500 Value ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #946 holding.
Rothschild Investment LLC first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's Vanguard S&P 500 Value ETF position peaked at $86.4K in Q4 2025.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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