RIL
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Rothschild Investment LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rothschild Investment LLC’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.67M Buy
23,423
+2,335
+11% +$835K 0.32% 65
2026
Q1 		$6.77M Buy
21,088
+25
+0.1% +$8.39K 0.35% 69
2025
Q4 		$7.06M Buy
21,063
+6,422
+44% +$2.14M 0.39% 61
2025
Q3 		$4.8M Hold
14,641
– – 0.27% 83
2025
Q2 		$4.45M Sell
14,641
-248
-2% -$69.8K 0.28% 88
2025
Q1 		$4.09M Buy
14,889
+1,868
+14% +$543K 0.27% 84
2024
Q4 		$3.77M Sell
13,021
-553
-4% -$161K 0.25% 88
2024
Q3 		$3.84M Sell
13,574
-700
-5% -$191K 0.25% 92
2024
Q2 		$3.82M Sell
14,274
-130
-0.9% -$33.6K 0.27% 84
2024
Q1 		$3.74M Buy
14,404
+11,230
+354% +$2.78M 0.27% 86
2023
Q4 		$753K Buy
3,174
+85
+3% +$18.8K 0.06% 230
2023
Q3 		$656K Sell
3,089
-51
-2% -$11.3K 0.06% 266
2023
Q2 		$692K Buy
3,140
+173
+6% +$36.1K 0.06% 264
2023
Q1 		$606K Hold
2,967
– – 0.05% 276
2022
Q4 		$567K Buy
2,967
+15
+0.5% +$2.89K 0.05% 275
2022
Q3 		$530K Sell
2,952
-89
-3% -$17.7K 0.05% 272
2022
Q2 		$574K Hold
3,041
– – 0.05% 273
2022
Q1 		$692K Hold
3,041
– – 0.05% 270
2021
Q4 		$734K Hold
3,041
– – 0.06% 263
2021
Q3 		$675K Sell
3,041
-6,240
-67% -$1.42M 0.06% 263
2021
Q2 		$2.07M Sell
9,281
-25
-0.3% -$5.43K 0.16% 133
2021
Q1 		$1.92M Buy
9,306
+2,120
+30% +$429K 0.17% 131
2020
Q4 		$1.4M Buy
7,186
+2,963
+70% +$542K 0.13% 151
2020
Q3 		$719K Sell
4,223
-865
-17% -$145K 0.08% 211
2020
Q2 		$796K Hold
5,088
– – 0.1% 190
2020
Q1 		$656K Buy
5,088
+3
+0.1% +$464 0.09% 209
2019
Q4 		$832K Buy
5,085
+212
+4% +$33.2K 0.08% 222
2019
Q3 		$736K Buy
4,873
+70
+1% +$10.6K 0.09% 198
2019
Q2 		$721K Hold
4,803
– – 0.09% 207
2019
Q1 		$695K Buy
4,803
+3,000
+166% +$419K 0.08% 209
2018
Q4 		$230K Hold
1,803
– – 0.03% 322
2018
Q3 		$270K Buy
1,803
+135
+8% +$19.9K 0.03% 320
2018
Q2 		$234K Sell
1,668
-300
-15% -$41.9K 0.03% 331
2018
Q1 		$267K Hold
1,968
– – 0.03% 319
2017
Q4 		$270K Sell
1,968
-2,500
-56% -$335K 0.03% 347
2017
Q3 		$579K Sell
4,468
-4,065
-48% -$515K 0.07% 256
2017
Q2 		$1.06M Buy
8,533
+550
+7% +$67.8K 0.12% 201
2017
Q1 		$968K Buy
7,983
+1,540
+24% +$184K 0.11% 199
2016
Q4 		$743K Buy
6,443
+4,015
+165% +$452K 0.09% 218
2016
Q3 		$270K Sell
2,428
-471
-16% -$52.2K 0.03% 367
2016
Q2 		$311K Buy
2,899
+210
+8% +$22.3K 0.04% 345
2016
Q1 		$282K Hold
2,689
– – 0.04% 355
2015
Q4 		$280K Buy
2,689
+71
+3% +$7.48K 0.04% 365
2015
Q3 		$258K Buy
2,618
+250
+11% +$26.2K 0.03% 385
2015
Q2 		$253K Sell
2,368
-11,038
-82% -$1.2M 0.03% 420
2015
Q1 		$1.44M Sell
13,406
-593
-4% -$63.3K 0.17% 140
2014
Q4 		$1.48M Sell
13,999
-6,936
-33% -$718K 0.18% 127
2014
Q3 		$2.12M Buy
20,935
+17,899
+590% +$1.83M 0.26% 96
2014
Q2 		$309K Buy
+3,036
New +$299K 0.04% 342

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Rothschild Investment LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, buying an estimated $835K and bringing the position to 23,423 shares worth $8.67M. The position accounts for 0.32% of the portfolio, ranked #65.

Rothschild Investment LLC first reported a position in VTI in Q2 2014 and has held it in 49 quarters since. 2,540 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Rothschild Investment LLC held 23,423 shares of Vanguard Morningstar Total Stock Market ETF worth $8.67M as of Q2 2026.
  • Rothschild Investment LLC bought 2,335 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $835K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Rothschild Investment LLC's portfolio in Q2 2026, its #65 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2014 and has held it in 49 quarters since.
  • 2,540 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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