Root Financial Partners’s Vanguard Core Bond ETF VCRB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$156K	Buy	+2,125	New	+$161K	0.01%	543

Other funds holding VCRB

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in Vanguard Core Bond ETF (VCRB) in Q3 2026: 2,125 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings.

306 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

Root Financial Partners held 2,125 shares of Vanguard Core Bond ETF worth $156K as of Q3 2026.
Vanguard Core Bond ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Core Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #543 holding.
306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

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