Root Financial Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$221K	Buy	+1,012	New	+$231K	0.01%	409
2026 Q2	–	Sell	-143	Closed	-$32.2K	–	3072
2026 Q1	$32.2K	Hold	143	–	–	﹤0.01%	1078
2025 Q4	$30.3K	Hold	143	–	–	﹤0.01%	947
2025 Q3	$30.6K	Buy	+143	New	+$31.3K	﹤0.01%	881

Other funds holding VDC

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in Vanguard Consumer Staples ETF (VDC) in Q3 2026: 1,012 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VDC as recently as Q1 2026.

Root Financial Partners first reported a position in VDC in Q3 2025 and has held it in 4 quarters since. 594 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Root Financial Partners held 1,012 shares of Vanguard Consumer Staples ETF worth $221K as of Q3 2026.
Vanguard Consumer Staples ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Consumer Staples ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #409 holding.
Root Financial Partners first reported a position in Vanguard Consumer Staples ETF in Q3 2025 and has held it in 4 quarters since.
594 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

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