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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24K	Sell	4 -1	-20%	-$288	﹤0.01%	2974
2026 Q1	$1.29K	Hold	5	–	–	﹤0.01%	2760
2025 Q4	$1.4K	Hold	5	–	–	﹤0.01%	2541
2025 Q3	$1.47K	Hold	5	–	–	﹤0.01%	2408
2025 Q2	$1.42K	Sell	5 -95	-95%	-$24.5K	﹤0.01%	2268
2025 Q1	$24.5K	Hold	100	–	–	﹤0.01%	941
2024 Q4	$25.4K	Hold	100	–	–	﹤0.01%	942
2024 Q3	$24.3K	Hold	100	–	–	﹤0.01%	955
2024 Q2	$23K	Hold	100	–	–	﹤0.01%	938
2024 Q1	$23.6K	Hold	100	–	–	﹤0.01%	887
2023 Q4	$22K	Buy	+100	New	+$20K	﹤0.01%	833

Other funds holding VOT

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

SGAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

Rothschild Investment LLC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 20% in Q2 2026, selling an estimated $288 and leaving 4 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

Rothschild Investment LLC first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.4K in Q4 2024. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Rothschild Investment LLC held 4 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.24K as of Q2 2026.
Rothschild Investment LLC sold 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2974 holding.
Rothschild Investment LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $25.4K in Q4 2024.
743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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