Root Financial Partners
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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
Q3 		$26.2K Buy
+256
New +$26.8K ﹤0.01% 1406
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

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Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Senvest Management
Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's VAC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Marriott Vacations Worldwide (VAC) in Q3 2026: 256 shares worth $26.2K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VAC as recently as Q1 2026.

Root Financial Partners first reported a position in VAC in Q3 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold VAC as of Q3 2026.

  • Root Financial Partners held 256 shares of Marriott Vacations Worldwide worth $26.2K as of Q3 2026.
  • Marriott Vacations Worldwide was a new Root Financial Partners position in Q3 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1406 holding.
  • Root Financial Partners first reported a position in Marriott Vacations Worldwide in Q3 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.