Root Financial Partners
VIOG icon

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
Q3 		$2.48K Buy
+18
New +$2.65K ﹤0.01% 2539
2026
Q2 		– Sell
-18
Closed -$2.24K – 3090
2026
Q1 		$2.24K Buy
+18
New +$2.3K ﹤0.01% 2273

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Dougherty Wealth Advisers
Dougherty Wealth Advisers Wayzata, Minnesota $185M AUM 15.2% 1-Year Est. Return
Grey Fox Wealth Advisors
Grey Fox Wealth Advisors Rockland, Delaware $667M AUM 8.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

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

Root Financial Partners opened a new position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2026: 18 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #2539 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VIOG as recently as Q1 2026.

Root Financial Partners first reported a position in VIOG in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold VIOG as of Q3 2026.

  • Root Financial Partners held 18 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $2.48K as of Q3 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2539 holding.
  • Root Financial Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2026.

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