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 Q1	$6.89K	Buy	+57	New	+$7.27K	﹤0.01%	1827

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's VFH Position: Q1 2026 in Review

Root Financial Partners opened a new position in Vanguard Financials ETF (VFH) in Q1 2026: 57 shares worth $6.89K. The stake represents ﹤0.01% of the portfolio and ranks #1827 among its holdings.

739 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Root Financial Partners held 57 shares of Vanguard Financials ETF worth $6.89K as of Q1 2026.
Vanguard Financials ETF was a new Root Financial Partners position in Q1 2026.
Vanguard Financials ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1827 holding.
739 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.