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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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

Root Financial Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q1 2026, buying an estimated $405K and bringing the position to 7,302 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #75.

Root Financial Partners first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Root Financial Partners held 7,302 shares of Vanguard Dividend Appreciation ETF worth $1.57M as of Q1 2026.
Root Financial Partners bought 1,816 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $405K.
Vanguard Dividend Appreciation ETF made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #75 holding.
Root Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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