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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Sell	3,597 -257	-7%	-$23.7K	0.01%	240
2025 Q4	$352K	Sell	3,854 -241	-6%	-$21.8K	0.02%	206
2025 Q3	$367K	Sell	4,095 -1,820	-31%	-$162K	0.02%	184
2025 Q2	$533K	Sell	5,915 -416	-7%	-$35.9K	0.05%	118
2025 Q1	$525K	Sell	6,331 -615	-9%	-$51.1K	0.06%	110
2024 Q4	$556K	Buy	+6,946	New	+$583K	0.07%	106

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Root Financial Partners reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 6.7% in Q1 2026, selling an estimated $23.7K and leaving 3,597 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #240.

Root Financial Partners first reported a position in VIGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $556K in Q4 2024. 590 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

Root Financial Partners held 3,597 shares of Vanguard International Dividend Appreciation ETF worth $318K as of Q1 2026.
Root Financial Partners sold 257 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $23.7K.
Vanguard International Dividend Appreciation ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #240 holding.
Root Financial Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's Vanguard International Dividend Appreciation ETF position peaked at $556K in Q4 2024.
590 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

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