Root Financial Partners
VFH icon

Root Financial Partners’s Vanguard Financials ETF VFH Stock Holding History

Root Financial Partners’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$163K Buy
+1,251
New +$173K 0.01% 524
2026
Q2 		– Sell
-57
Closed -$6.89K – 3080
2026
Q1 		$6.89K Buy
+57
New +$7.27K ﹤0.01% 1827

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

Root Financial Partners opened a new position in Vanguard Financials ETF (VFH) in Q3 2026: 1,251 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VFH as recently as Q1 2026.

Root Financial Partners first reported a position in VFH in Q1 2026 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Root Financial Partners held 1,251 shares of Vanguard Financials ETF worth $163K as of Q3 2026.
  • Vanguard Financials ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Financials ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #524 holding.
  • Root Financial Partners first reported a position in Vanguard Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

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