Root Financial Partners
VBR icon

Root Financial Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Root Financial Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.02M Buy
4,413
+1,877
+74% +$458K 0.03% 133
2026
Q2 		$616K Buy
2,536
+377
+17% +$87.7K 0.02% 169
2026
Q1 		$469K Sell
2,159
-19
-0.9% -$4.25K 0.02% 173
2025
Q4 		$461K Sell
2,178
-265
-11% -$55.5K 0.02% 176
2025
Q3 		$510K Sell
2,443
-1,642
-40% -$336K 0.03% 145
2025
Q2 		$797K Sell
4,085
-2,528
-38% -$468K 0.08% 87
2025
Q1 		$1.23M Sell
6,613
-1
-0% -$198 0.13% 57
2024
Q4 		$1.31M Buy
6,614
+4,524
+216% +$929K 0.16% 47
2024
Q3 		$420K Buy
+2,090
New +$402K 0.07% 103
2024
Q1 		– Sell
-1,193
Closed -$215K – 101
2023
Q4 		$215K Buy
+1,193
New +$195K 0.08% 72
2023
Q2 		– Sell
-1,872
Closed -$297K – 66
2023
Q1 		$297K Buy
+1,872
New +$310K 0.21% 53

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Choreo LLC
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 74% in Q3 2026, buying an estimated $458K and bringing the position to 4,413 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #133.

Root Financial Partners first reported a position in VBR in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2024. 833 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Root Financial Partners held 4,413 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.02M as of Q3 2026.
  • Root Financial Partners bought 1,877 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $458K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #133 holding.
  • Root Financial Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
  • Root Financial Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.31M in Q4 2024.
  • 833 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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