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Rothschild Investment LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Rothschild Investment LLC’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Buy
9,105
+29
+0.3% +$4.42K 0.05% 326
2026
Q1 		$1.26M Buy
9,076
+3
+0% +$431 0.07% 227
2025
Q4 		$1.28M Buy
9,073
+10
+0.1% +$1.4K 0.07% 214
2025
Q3 		$1.25M Buy
9,063
+744
+9% +$98.9K 0.07% 202
2025
Q2 		$1.07M Sell
8,319
-63
-0.8% -$7.54K 0.07% 211
2025
Q1 		$972K Sell
8,382
-146
-2% -$17.5K 0.07% 229
2024
Q4 		$1M Buy
8,528
+77
+0.9% +$9.24K 0.07% 234
2024
Q3 		$1.01M Buy
8,451
+4
+0% +$460 0.07% 233
2024
Q2 		$951K Buy
8,447
+1,177
+16% +$130K 0.07% 234
2024
Q1 		$803K Hold
7,270
– – 0.06% 262
2023
Q4 		$748K Hold
7,270
– – 0.06% 234
2023
Q3 		$677K Hold
7,270
– – 0.06% 263
2023
Q2 		$705K Hold
7,270
– – 0.06% 262
2023
Q1 		$669K Hold
7,270
– – 0.06% 264
2022
Q4 		$627K Sell
7,270
-450
-6% -$38.4K 0.06% 260
2022
Q3 		$609K Buy
7,720
+120
+2% +$10.5K 0.06% 257
2022
Q2 		$649K Hold
7,600
– – 0.06% 258
2022
Q1 		$770K Hold
7,600
– – 0.06% 259
2021
Q4 		$816K Hold
7,600
– – 0.06% 251
2021
Q3 		$774K Hold
7,600
– – 0.07% 244
2021
Q2 		$787K Hold
7,600
– – 0.06% 253
2021
Q1 		$739K Hold
7,600
– – 0.06% 254
2020
Q4 		$704K Hold
7,600
– – 0.07% 242
2020
Q3 		$613K Hold
7,600
– – 0.07% 231
2020
Q2 		$568K Sell
7,600
-400
-5% -$28.2K 0.07% 229
2020
Q1 		$502K Sell
8,000
-150
-2% -$11.3K 0.07% 242
2019
Q4 		$660K Hold
8,150
– – 0.07% 254
2019
Q3 		$610K Sell
8,150
-200
-2% -$14.9K 0.07% 225
2019
Q2 		$628K Sell
8,350
-500
-6% -$37.1K 0.07% 222
2019
Q1 		$648K Hold
8,850
– – 0.08% 219
2018
Q4 		$579K Sell
8,850
-56
-0.6% -$3.92K 0.08% 214
2018
Q3 		$675K Buy
8,906
+56
+0.6% +$4.21K 0.08% 204
2018
Q2 		$649K Buy
8,850
+500
+6% +$37.3K 0.08% 209
2018
Q1 		$615K Buy
8,350
+450
+6% +$34.1K 0.08% 221
2017
Q4 		$587K Buy
7,900
+1,700
+27% +$124K 0.06% 257
2017
Q3 		$438K Buy
6,200
+1,500
+32% +$104K 0.05% 294
2017
Q2 		$317K Buy
4,700
+350
+8% +$23.4K 0.04% 339
2017
Q1 		$284K Sell
4,350
-4,600
-51% -$294K 0.03% 360
2016
Q4 		$546K Buy
8,950
+1,000
+13% +$60.4K 0.07% 255
2016
Q3 		$484K Hold
7,950
– – 0.06% 271
2016
Q2 		$462K Hold
7,950
– – 0.06% 276
2016
Q1 		$459K Buy
+7,950
New +$433K 0.06% 274

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

Rothschild Investment LLC increased its Vanguard Total World Stock ETF (VT) stake by 0.32% in Q2 2026, buying an estimated $4.42K and bringing the position to 9,105 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #326.

Rothschild Investment LLC first reported a position in VT in Q1 2016 and has held it in 42 quarters since. 817 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Rothschild Investment LLC held 9,105 shares of Vanguard Total World Stock ETF worth $1.43M as of Q2 2026.
  • Rothschild Investment LLC bought 29 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $4.42K.
  • Vanguard Total World Stock ETF made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #326 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Total World Stock ETF in Q1 2016 and has held it in 42 quarters since.
  • 817 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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