Root Financial Partners
VB icon

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
Q3 		$7.96M Sell
27,986
-422
-1% -$126K 0.27% 38
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

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Gibraltar Capital Management
Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q3 2026, selling an estimated $126K and leaving 27,986 shares worth $7.96M. The position accounts for 0.27% of the portfolio, ranked #38.

Root Financial Partners first reported a position in VB in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.61M in Q2 2026. 1,146 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Root Financial Partners held 27,986 shares of Vanguard Morningstar Small-Cap ETF worth $7.96M as of Q3 2026.
  • Root Financial Partners sold 422 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $126K.
  • Vanguard Morningstar Small-Cap ETF made up 0.27% of Root Financial Partners's portfolio in Q3 2026, its #38 holding.
  • Root Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's Vanguard Morningstar Small-Cap ETF position peaked at $8.61M in Q2 2026.
  • 1,146 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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