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Root Financial Partners’s Vanguard FTSE Europe ETF VGK Stock Holding History

Root Financial Partners’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.4K Sell
1,109
-119
-10% -$10.2K ﹤0.01% 603
2025
Q4 		$103K Buy
1,228
+200
+19% +$16.3K 0.01% 463
2025
Q3 		$82K Buy
+1,028
New +$80.5K 0.01% 508

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VIA
Vanguard Investments Australia Victoria, Australia $34.6B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's VGK Position: Q1 2026 in Review

Root Financial Partners reduced its Vanguard FTSE Europe ETF (VGK) stake by 9.7% in Q1 2026, selling an estimated $10.2K and leaving 1,109 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Root Financial Partners first reported a position in VGK in Q3 2025 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 888 funds tracked by Wall St. Rank hold VGK as of Q1 2026.

  • Root Financial Partners held 1,109 shares of Vanguard FTSE Europe ETF worth $91.4K as of Q1 2026.
  • Root Financial Partners sold 119 Vanguard FTSE Europe ETF shares in Q1 2026, an estimated $10.2K.
  • Vanguard FTSE Europe ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #603 holding.
  • Root Financial Partners first reported a position in Vanguard FTSE Europe ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vanguard FTSE Europe ETF position peaked at $103K in Q4 2025.
  • 888 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.