VIGI β€” VANGUARD WHITEHALL FDS

Ownership history in Rothschild Wealth LLC  Β·  2 quarters on record

AI Ownership Summary

Rothschild Wealth LLC reported VANGUARD WHITEHALL FDS (VIGI) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q2. The latest visible filing shows VIGI at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VIGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rothschild Wealth LLC's position in VANGUARD WHITEHALL FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VIGI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rothschild Wealth LLC held VIGI β€” position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,268 β€” 0% 0.06% $293K 2025-11-14 $89.41
2025 Q2 INITIATED 3,268 β€” β€” 0.07% $295K 2025-08-14 $87.38

FAQ About Rothschild Wealth LLC and VIGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rothschild Wealth LLC reported owning VIGI?

Rothschild Wealth LLC reported VIGI across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported VIGI position in Rothschild Wealth LLC's portfolio?

The largest reported portfolio weight for VIGI was 0.07% in 2025 Q2.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2025 Q3, when Rothschild Wealth LLC reported 3,268 shares, equal to 0.06% of portfolio, with an estimated market value of $293K.

What does the chart on this VIGI ownership page compare?

The chart compares Rothschild Wealth LLC's quarterly VIGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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