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Disclosery

Rothschild Wealth LLC: VTI position timeline

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

Rothschild Wealth LLC held 44,532 VTI 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 44,532 shares
    Change vs previous 13F -4,413 shares

    1.32% of the 13F portfolio, value $16,478,527.

    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 48,945 shares
    Change vs previous 13F +356 shares

    1.42% of the 13F portfolio, value $15,702,270.

    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 48,589 shares
    Change vs previous 13F -918 shares

    1.57% of the 13F portfolio, value $16,290,595.

    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 49,507 shares
    Change vs previous 13F -777 shares

    3.54% of the 13F portfolio, value $16,246,777.

    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 50,284 shares
    Change vs previous 13F +559 shares

    3.75% of the 13F portfolio, value $15,282,877.

    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 49,725 shares
    Change vs previous 13F +1,983 shares

    3.83% of the 13F portfolio, value $13,666,474.

    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 47,742 shares
    Change vs previous 13F +37,843 shares

    4.05% of the 13F portfolio, value $13,836,109.

    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 9,899 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,234,795.

    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).