Root Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Root Financial Partners’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$465K	Buy	5,336 +208	+4%	+$19.2K	0.02%	176
2025 Q4	$483K	Sell	5,128 -24	-0.5%	-$2.28K	0.02%	167
2025 Q3	$481K	Sell	5,152 -2,264	-31%	-$198K	0.03%	150
2025 Q2	$615K	Buy	7,416 +3,448	+87%	+$251K	0.06%	103
2025 Q1	$269K	Buy	3,968 +880	+28%	+$66.3K	0.03%	169
2024 Q4	$240K	Buy	+3,088	New	+$237K	0.03%	180
2024 Q2	–	Sell	-5,176	Closed	-$339K	–	118
2024 Q1	$339K	Buy	+5,176	New	+$328K	0.1%	69

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Root Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 4.1% in Q1 2026, buying an estimated $19.2K and bringing the position to 5,336 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #176.

Root Financial Partners first reported a position in VGT in Q1 2024 and has held it in 7 quarters since. The position peaked at $615K in Q2 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Root Financial Partners held 5,336 shares of Vanguard Information Technology ETF worth $465K as of Q1 2026.
Root Financial Partners bought 208 Vanguard Information Technology ETF shares in Q1 2026, an estimated $19.2K.
Vanguard Information Technology ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #176 holding.
Root Financial Partners first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 7 quarters since.
Root Financial Partners's Vanguard Information Technology ETF position peaked at $615K in Q2 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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