Rothschild Investment LLC’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$127K	Hold	1,250	–	–	﹤0.01%	980
2026 Q1	$126K	Sell	1,250 -406	-25%	-$41.4K	0.01%	814
2025 Q4	$168K	Buy	1,656 +406	+32%	+$41.2K	0.01%	677
2025 Q3	$127K	Buy	1,250 +750	+150%	+$76.2K	0.01%	740
2025 Q2	$50.5K	Hold	500	–	–	﹤0.01%	781
2025 Q1	$50.3K	Hold	500	–	–	﹤0.01%	767
2024 Q4	$50.1K	Hold	500	–	–	﹤0.01%	776
2024 Q3	$50.7K	Hold	500	–	–	﹤0.01%	768
2024 Q2	$50K	Hold	500	–	–	﹤0.01%	751
2024 Q1	$50.4K	Hold	500	–	–	﹤0.01%	727
2023 Q4	$50.7K	Buy	+500	New	+$49.9K	﹤0.01%	652

Other funds holding VTES

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

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

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

Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

Rothschild Investment LLC held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q2 2026 at 1,250 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Rothschild Investment LLC first reported a position in VTES in Q4 2023 and has held it in 11 quarters since. The position peaked at $168K in Q4 2025. 188 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Rothschild Investment LLC held 1,250 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $127K as of Q2 2026.
Rothschild Investment LLC left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #980 holding.
Rothschild Investment LLC first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $168K in Q4 2025.
188 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

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