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Rothschild Wealth LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild Wealth LLC on VGSH, newest first. How the timeline and the estimate are built.

Rothschild Wealth LLC held 18,575 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,575 shares
    Change vs previous 13F -284 shares

    0.09% of the 13F portfolio, value $1,081,065.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,859 shares
    Change vs previous 13F -2,237 shares

    0.1% of the 13F portfolio, value $1,104,006.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 21,096 shares
    Change vs previous 13F +7,091 shares

    0.12% of the 13F portfolio, value $1,238,968.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,005 shares
    Change vs previous 13F +522 shares

    0.18% of the 13F portfolio, value $824,194.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,483 shares
    Change vs previous 13F +1,428 shares

    0.19% of the 13F portfolio, value $792,531.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,055 shares
    Change vs previous 13F -897 shares

    0.2% of the 13F portfolio, value $707,508.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,952 shares
    Change vs previous 13F -25,148 shares

    0.22% of the 13F portfolio, value $753,547.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,100 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,319,526.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).