Root Financial Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Root Financial Partners’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$65.3K	Buy	+179	New	+$69.3K	﹤0.01%	944
2026 Q2	–	Sell	-74	Closed	-$26.6K	–	3068
2026 Q1	$26.6K	Hold	74	–	–	﹤0.01%	1168
2025 Q4	$29.2K	Buy	74 +54	+270%	+$21.1K	﹤0.01%	960
2025 Q3	$7.92K	Buy	+20	New	+$7.62K	﹤0.01%	1546

Other funds holding VCR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q3 2026: 179 shares worth $65.3K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VCR as recently as Q1 2026.

Root Financial Partners first reported a position in VCR in Q3 2025 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Root Financial Partners held 179 shares of Vanguard Consumer Discretionary ETF worth $65.3K as of Q3 2026.
Vanguard Consumer Discretionary ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #944 holding.
Root Financial Partners first reported a position in Vanguard Consumer Discretionary ETF in Q3 2025 and has held it in 4 quarters since.
481 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

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