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Root Financial Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Root Financial Partners’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18
Closed -$2.25K – 3090
2026
Q1 		$2.25K Buy
+18
New +$2.3K ﹤0.01% 2273

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

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

Root Financial Partners sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2026, closing a stake of 18 shares — an estimated $2.25K sold.

Root Financial Partners first reported a position in VIOG in Q1 2026 and held it in 1 quarter. The position peaked at $2.25K in Q1 2026. 197 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 18 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $2.25K.
  • Root Financial Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $2.25K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

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