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

Root Financial Partners’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Sell
646
-164
-20% -$55.9K 0.01% 349
2026
Q1 		$245K Sell
810
-97
-11% -$30.5K 0.01% 291
2025
Q4 		$274K Buy
907
+348
+62% +$105K 0.01% 243
2025
Q3 		$166K Buy
+559
New +$161K 0.01% 317

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 20% in Q2 2026, selling an estimated $55.9K and leaving 646 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #349.

Root Financial Partners first reported a position in VBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $274K in Q4 2025. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Root Financial Partners held 646 shares of Vanguard Morningstar Small-Cap Growth ETF worth $236K as of Q2 2026.
  • Root Financial Partners sold 164 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $55.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #349 holding.
  • Root Financial Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $274K in Q4 2025.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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