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Root Financial Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History

Root Financial Partners’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-252
Closed -$33.9K – 3081
2026
Q1 		$33.9K Hold
252
– – ﹤0.01% 1048
2025
Q4 		$33.5K Hold
252
– – ﹤0.01% 891
2025
Q3 		$32.1K Buy
+252
New +$31.3K ﹤0.01% 858

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

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

Root Financial Partners sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2026, closing a stake of 252 shares — an estimated $33.9K sold.

Root Financial Partners first reported a position in VFVA in Q3 2025 and held it in 3 quarters. The position peaked at $33.9K in Q1 2026. 36 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard US Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 252 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $33.9K.
  • Root Financial Partners first reported a position in Vanguard US Value Factor ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vanguard US Value Factor ETF position peaked at $33.9K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

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