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Root Financial Partners’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Root Financial Partners’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
12,064
+4,150
+52% +$645K 0.08% 68
2025
Q4 		$1.21M Buy
7,914
+1,892
+31% +$287K 0.06% 82
2025
Q3 		$908K Buy
6,022
+3,713
+161% +$550K 0.06% 90
2025
Q2 		$332K Sell
2,309
-438
-16% -$59.1K 0.03% 173
2025
Q1 		$367K Buy
2,747
+213
+8% +$30.2K 0.04% 138
2024
Q4 		$357K Buy
2,534
+104
+4% +$15K 0.04% 137
2024
Q3 		$347K Buy
2,430
+369
+18% +$50.9K 0.06% 114
2024
Q2 		$276K Buy
+2,061
New +$274K 0.06% 96

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWMS
Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return