Root Financial Partners’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Root Financial Partners's VB Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Small-Cap ETF (VB) stake by 31% in Q1 2026, buying an estimated $1.65M and bringing the position to 25,834 shares worth $6.77M. The position accounts for 0.31% of the portfolio, ranked #32.

Root Financial Partners first reported a position in VB in Q1 2023 and has held it in 13 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Root Financial Partners held 25,834 shares of Vanguard Small-Cap ETF worth $6.77M as of Q1 2026.
Root Financial Partners bought 6,093 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.65M.
Vanguard Small-Cap ETF made up 0.31% of Root Financial Partners's portfolio in Q1 2026, its #32 holding.
Root Financial Partners first reported a position in Vanguard Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.