Root Financial Partners
VFVA icon

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
Q3 		$38K Buy
+252
New +$39.6K ﹤0.01% 1224
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

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Root Financial Partners's VFVA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard US Value Factor ETF (VFVA) in Q3 2026: 252 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VFVA as recently as Q1 2026.

Root Financial Partners first reported a position in VFVA in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold VFVA as of Q3 2026.

  • Root Financial Partners held 252 shares of Vanguard US Value Factor ETF worth $38K as of Q3 2026.
  • Vanguard US Value Factor ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard US Value Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1224 holding.
  • Root Financial Partners first reported a position in Vanguard US Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.