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 Q2	$2.23M	Buy	13,100 +1,036	+9%	+$167K	0.09%	70
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 $671M AUM 24.78% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard US Quality Factor ETF (VFQY) stake by 8.6% in Q2 2026, buying an estimated $167K and bringing the position to 13,100 shares worth $2.23M. The position accounts for 0.09% of the portfolio, ranked #70.

Root Financial Partners first reported a position in VFQY in Q2 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

Root Financial Partners held 13,100 shares of Vanguard US Quality Factor ETF worth $2.23M as of Q2 2026.
Root Financial Partners bought 1,036 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $167K.
Vanguard US Quality Factor ETF made up 0.09% of Root Financial Partners's portfolio in Q2 2026, its #70 holding.
Root Financial Partners first reported a position in Vanguard US Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

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