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 Q2	$91.4K	Sell	417 -5	-1%	-$1.08K	﹤0.01%	1079
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SWM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 1.2% in Q2 2026, selling an estimated $1.08K and leaving 417 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Rothschild Investment LLC first reported a position in VOOV in Q4 2023 and has held it in 11 quarters since. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Rothschild Investment LLC held 417 shares of Vanguard S&P 500 Value ETF worth $91.4K as of Q2 2026.
Rothschild Investment LLC sold 5 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $1.08K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1079 holding.
Rothschild Investment LLC first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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