Root Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Root Financial Partners’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.61M	Buy	28,408 +2,574	+10%	+$738K	0.33%	34
2026 Q1	$6.77M	Buy	25,834 +6,093	+31%	+$1.65M	0.31%	32
2025 Q4	$5.09M	Buy	19,741 +4,100	+26%	+$1.05M	0.26%	35
2025 Q3	$3.98M	Buy	15,641 +6,628	+74%	+$1.64M	0.25%	35
2025 Q2	$2.14M	Buy	9,013 +1,330	+17%	+$297K	0.21%	42
2025 Q1	$1.7M	Buy	7,683 +1,737	+29%	+$415K	0.18%	41
2024 Q4	$1.43M	Buy	5,946 +1,169	+24%	+$288K	0.18%	44
2024 Q3	$1.13M	Buy	4,777 +600	+14%	+$136K	0.18%	45
2024 Q2	$911K	Buy	4,177 +1,758	+73%	+$386K	0.21%	38
2024 Q1	$553K	Sell	2,419 -18	-0.7%	-$3.87K	0.16%	53
2023 Q4	$520K	Buy	2,437 +87	+4%	+$16.8K	0.2%	51
2023 Q3	$444K	Buy	2,350 +532	+29%	+$106K	0.24%	45
2023 Q2	$362K	Buy	1,818 +92	+5%	+$17.4K	0.22%	48
2023 Q1	$327K	Buy	+1,726	New	+$335K	0.23%	51

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $738K and bringing the position to 28,408 shares worth $8.61M. The position accounts for 0.33% of the portfolio, ranked #34.

Root Financial Partners first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Root Financial Partners held 28,408 shares of Vanguard Morningstar Small-Cap ETF worth $8.61M as of Q2 2026.
Root Financial Partners bought 2,574 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $738K.
Vanguard Morningstar Small-Cap ETF made up 0.33% of Root Financial Partners's portfolio in Q2 2026, its #34 holding.
Root Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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