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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
Q2 		– Sell
-57
Closed -$6.89K – 3080
2026
Q1 		$6.89K Buy
+57
New +$7.27K ﹤0.01% 1827

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's VFH Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 57 shares — an estimated $6.89K sold.

Root Financial Partners first reported a position in VFH in Q1 2026 and held it in 1 quarter. The position peaked at $6.89K in Q1 2026. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 57 Vanguard Financials ETF shares in Q2 2026, an estimated $6.89K.
  • Root Financial Partners first reported a position in Vanguard Financials ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Vanguard Financials ETF position peaked at $6.89K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.