Root Financial Partners
VBK icon

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
Q3 		$378K Buy
1,118
+472
+73% +$165K 0.01% 272
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

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Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 73% in Q3 2026, buying an estimated $165K and bringing the position to 1,118 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #272.

Root Financial Partners first reported a position in VBK in Q3 2025 and has held it in 5 quarters since. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Root Financial Partners held 1,118 shares of Vanguard Morningstar Small-Cap Growth ETF worth $378K as of Q3 2026.
  • Root Financial Partners bought 472 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $165K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #272 holding.
  • Root Financial Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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