Root Financial Partners
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Root Financial Partners’s Vanguard Materials ETF VAW Stock Holding History

Root Financial Partners’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.6K Buy
+145
New +$33.3K ﹤0.01% 1315
2026
Q2 		– Sell
-212
Closed -$47.8K – 3064
2026
Q1 		$47.8K Hold
212
– – ﹤0.01% 892
2025
Q4 		$44K Buy
212
+67
+46% +$13.5K ﹤0.01% 770
2025
Q3 		$29.7K Buy
+145
New +$29.5K ﹤0.01% 901

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PNC Financial Services Group
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KCM Investment Advisors
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Cambiar Investors
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Park National Corp
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M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

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

Root Financial Partners opened a new position in Vanguard Materials ETF (VAW) in Q3 2026: 145 shares worth $31.6K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VAW as recently as Q1 2026.

Root Financial Partners first reported a position in VAW in Q3 2025 and has held it in 4 quarters since. The position peaked at $47.8K in Q1 2026. 257 funds tracked by Wall St. Rank hold VAW as of Q3 2026.

  • Root Financial Partners held 145 shares of Vanguard Materials ETF worth $31.6K as of Q3 2026.
  • Vanguard Materials ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Materials ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1315 holding.
  • Root Financial Partners first reported a position in Vanguard Materials ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Materials ETF position peaked at $47.8K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2026.

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