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Root Financial Partners’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 11% in Q1 2026, selling an estimated $30.5K and leaving 810 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #291.

Root Financial Partners first reported a position in VBK in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Root Financial Partners held 810 shares of Vanguard Small-Cap Growth ETF worth $245K as of Q1 2026.
  • Root Financial Partners sold 97 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $30.5K.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #291 holding.
  • Root Financial Partners first reported a position in Vanguard Small-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vanguard Small-Cap Growth ETF position peaked at $274K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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