Rothschild Investment LLC Vanguard Small Cap Value ETF Transaction History

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025

A detailed history of Rothschild Investment LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 972 shares of VBR stock, worth $174,940. This represents 0.01% of its overall portfolio holdings.

Number of Shares
972
Previous 963 0.93%
Holding current value
$174,940
Previous $191 Million 5.11%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$183.02 - $207.75 $1,647 - $1,869
9 Added 0.93%
972 $181 Million
Q3 2024

Oct 18, 2024
BUY
$179.99 - $201.6 $18,898 - $21,168
105 Added 12.24%
963 $193 Million
Q2 2024

Jul 30, 2024
BUY
$177.65 - $191.11 $152,423 - $163,972
858 New
858 $157 Million
Q1 2024

Jul 31, 2024
BUY
$172.45 - $191.88 $3,449 - $3,837
20 Added 2.39%
858 $165 Million
Q4 2023

Jul 31, 2024
SELL
$149.18 - $181.94 $2,983 - $3,638
-20 Reduced 2.33%
838 $151 Million

Others Institutions Holding VBR

# of Institutions
1,693
Shares Held
95.1M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email