Root Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Sell	5,229 -2,073	-28%	-$476K	0.05%	104
2026 Q1	$1.57M	Buy	7,302 +1,816	+33%	+$405K	0.07%	75
2025 Q4	$1.21M	Buy	5,486 +2,500	+84%	+$546K	0.06%	83
2025 Q3	$644K	Sell	2,986 -439	-13%	-$92.2K	0.04%	118
2025 Q2	$701K	Buy	3,425 +383	+13%	+$74.2K	0.07%	93
2025 Q1	$590K	Sell	3,042 -548	-15%	-$109K	0.06%	97
2024 Q4	$703K	Buy	3,590 +1,024	+40%	+$204K	0.09%	89
2024 Q3	$508K	Buy	2,566 +1,323	+106%	+$252K	0.08%	90
2024 Q2	$227K	Buy	+1,243	New	+$224K	0.05%	103

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 28% in Q2 2026, selling an estimated $476K and leaving 5,229 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #104.

Root Financial Partners first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q1 2026. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Root Financial Partners held 5,229 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q2 2026.
Root Financial Partners sold 2,073 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $476K.
Vanguard Dividend Appreciation ETF made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #104 holding.
Root Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Root Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $1.57M in Q1 2026.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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