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Root Financial Partners’s Marriott Vacations Worldwide VAC Stock Holding History

Root Financial Partners’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-177
Closed -$11.5K – 3061
2026
Q1 		$11.5K Buy
177
+124
+234% +$7.68K ﹤0.01% 1609
2025
Q4 		$3.06K Sell
53
-80
-60% -$4.73K ﹤0.01% 1897
2025
Q3 		$8.85K Buy
+133
New +$10.3K ﹤0.01% 1499

Other funds holding VAC

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Root Financial Partners's VAC Position: Q2 2026 in Review

Root Financial Partners sold out of Marriott Vacations Worldwide (VAC) in Q2 2026, closing a stake of 177 shares — an estimated $11.5K sold.

Root Financial Partners first reported a position in VAC in Q3 2025 and held it in 3 quarters. The position peaked at $11.5K in Q1 2026. 103 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Root Financial Partners reported no remaining Marriott Vacations Worldwide position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 177 Marriott Vacations Worldwide shares in Q2 2026, an estimated $11.5K.
  • Root Financial Partners first reported a position in Marriott Vacations Worldwide in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Marriott Vacations Worldwide position peaked at $11.5K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.