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 Q3	$1.05M	Sell	8,337 -603	-7%	-$71.7K	0.04%	128
2026 Q2	$1.07M	Buy	8,940 +3,604	+68%	+$395K	0.04%	119
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Information Technology ETF (VGT) stake by 6.7% in Q3 2026, selling an estimated $71.7K and leaving 8,337 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #128.

Root Financial Partners first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2026. 1,073 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Root Financial Partners held 8,337 shares of Vanguard Information Technology ETF worth $1.05M as of Q3 2026.
Root Financial Partners sold 603 Vanguard Information Technology ETF shares in Q3 2026, an estimated $71.7K.
Vanguard Information Technology ETF made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #128 holding.
Root Financial Partners first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
Root Financial Partners's Vanguard Information Technology ETF position peaked at $1.07M in Q2 2026.
1,073 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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